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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,255 managers (1,282 13F filers) reported a position in O shares at 2025-03-31, 700,777,721 shares in all. 120 filers opened a position and 97 filers sold out during the quarter.

Managers
1,255
13F filers
1,282
New
120
Added
618
Reduced
382
Sold out
97
Shares held by filers
700,777,721

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NorthStar Asset Management LLC /NJ/6,076$352K0.22%+60313F-HRTimeline
Trace Wealth Advisors, LLC6,000$348K0.31%013F-HRTimeline
Community Bank & Trust, Waco, Texas6,003$348K0.08%-1,39313F-HRTimeline
SHELL ASSET MANAGEMENT CO5,983$347K0.02%-23813F-HRTimeline
ETF Store, Inc.5,945$345K0.42%+58313F-HRTimeline
MBB PUBLIC MARKETS I LLC5,940$345K0.04%new13F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,929$344K0.23%-15113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,929$344K0.05%+1,84313F-HRTimeline
BRIGHTON JONES LLC5,925$344K0.01%-17613F-HRTimeline
Leo Wealth, LLC5,915$343K0.05%+54813F-HRTimeline
Comprehensive Money Management Services…5,894$342K0.28%-10013F-HRTimeline
Good Steward Wealth Advisors,LLC5,894$342K0.31%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,891$342K0.16%-45113F-HRTimeline
SS&H Financial Advisors, Inc.5,878$341K0.13%+1113F-HRTimeline
Financial Advocates Investment Manageme…5,860$340K0.02%-1,77713F-HRTimeline
SeaCrest Wealth Management, LLC5,848$339K0.04%+80213F-HRTimeline
XML Financial, LLC5,749$333K0.03%-60813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,718$332K<0.01%-11313F-HRTimelineGroup
GTS SECURITIES LLC5,721$332K0.01%+41613F-HRTimeline
Tempus Wealth Planning, LLC5,718$332K0.1%new13F-HRTimeline
Huntleigh Advisors, Inc.5,716$332K0.08%-5713F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,711$331K0.01%013F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC5,704$331K0.18%+5013F-HRTimeline
Hendershot Investments Inc.5,675$329K0.04%-1,02013F-HRTimeline
180 WEALTH ADVISORS, LLC5,626$326K0.05%-21913F-HRTimeline
VANCE WEALTH, LLC5,626$326K0.12%013F-HRTimeline
Coastwise Capital Group, LLC5,619$326K0.27%+58313F-HRTimeline
Atlanta Consulting Group Advisors, LLC5,612$326K0.1%+82813F-HRTimeline
Fisher Asset Management, LLC5,605$325K<0.01%new13F-HRTimeline
Cadence Bank5,588$324K0.02%-40413F-HRTimeline
Meridian Wealth Management, LLC5,580$324K0.02%+14213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,550$322K0.03%-20013F-HRTimeline
MONECO ADVISORS, LLC5,530$321K0.03%new13F-HR/ATimeline
Park Place Capital Corp5,527$321K0.09%+1,10413F-HRTimeline
MeadowBrook Investment Advisors LLC5,515$320K0.3%-39513F-HRTimeline
Cross Staff Investments Inc5,511$320K0.24%013F-HRTimeline
BlueChip Wealth Advisors LLC5,462$317K0.16%+70413F-HRTimeline
Larson Financial Group LLC5,456$317K0.02%-5,18513F-HRTimeline
Red Door Wealth Management, LLC5,419$314K0.05%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,386$312K0.01%-18213F-HRTimeline
Hoxton Planning & Management, LLC5,370$312K0.12%+313F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP5,361$311K<0.01%-36113F-HRTimeline
TPG Advisors LLC5,347$310K0.24%+1613F-HRTimeline
Aspire Growth Partners LLC5,465$310K0.28%+1,13713F-HRTimeline
SkyView Investment Advisors, LLC5,348$310K0.05%new13F-HRTimeline
Pure Financial Advisors, LLC5,334$309K0.01%+30713F-HRTimeline
Prairie Sky Financial Group LLC5,332$309K0.18%013F-HRTimeline
Optas, LLC5,327$309K0.05%+1,44713F-HRTimeline
Core Wealth Partners LLC5,314$308K0.18%-2,30013F-HRTimeline
Lindbrook Capital, LLC5,309$308K0.03%+2,88113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,307$308K0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.5,300$307K0.19%+20013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,285$307K0.23%new13F-HRTimeline
Berger Financial Group, Inc5,275$306K0.02%+83513F-HRTimeline
Phillips Wealth Planners LLC5,541$306K0.32%+52513F-HRTimeline
Argent Trust Co5,241$304K0.01%+3413F-HRTimeline
Mayflower Financial Advisors, LLC5,241$304K0.05%-25513F-HRTimeline
Sovereign Financial Group, Inc.5,228$303K0.07%+2613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,227$303K0.03%+87213F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.5,224$303K0.16%+1,35613F-HRTimeline
AdvisorNet Financial, Inc5,223$303K0.02%-3,28613F-HRTimeline
AlphaQuest LLC5,223$303K0.03%new13F-HRTimeline
Marcum Wealth, LLC5,213$302K0.03%+39013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,165$300K0.03%-4313F-HRTimeline
Mason & Associates Inc5,143$298K0.07%-5913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,124$297K0.11%+53113F-HRTimeline
Baader Bank Aktiengesellschaft6,423$295K0.03%new13F-HRTimeline
Visionary Wealth Advisors5,069$294K0.02%-713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,061$294K0.01%+2413F-HRTimeline
Whipplewood Advisors, LLC5,208$294K0.21%+11213F-HRTimeline
Trajan Wealth LLC5,038$292K0.02%+93513F-HRTimeline
Catalyst Capital Advisors LLC5,000$290K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,975$289K0.08%+55013F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,933$286K0.01%013F-HRTimeline
Autumn Glory Partners, LLC4,900$284K0.14%new13F-HRTimeline
Cornerstone Wealth Management, LLC4,840$281K0.02%+75813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,827$280K0.13%+10013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,806$279K0.03%+34313F-HRTimeline
Callahan Advisors, LLC4,800$278K0.03%new13F-HRTimeline
Legacy Advisors, LLC4,773$277K0.03%+26413F-HRTimeline
Wealth Quarterback LLC4,757$276K0.16%+78213F-HRTimeline
Stiles Financial Services Inc4,753$276K0.11%+1913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,746$275K<0.01%-83413F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC4,707$273K0.03%+14513F-HRTimeline
INCEPTIONR LLC4,720$273K0.08%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC4,694$272K0.22%+41313F-HRTimeline
Wealth Management Associates, Inc.4,690$272K0.12%+6013F-HRTimeline
FSA Investment Group, LLC4,671$271K0.23%+3313F-HRTimeline
Aull & Monroe Investment Management Corp4,660$270K0.13%+46013F-HRTimeline
MBA Advisors LLC4,646$270K0.13%+72613F-HRTimeline
Charter Oak Capital Management, LLC4,614$268K0.02%+5813F-HRTimeline
Wedmont Private Capital4,841$267K0.01%+50313F-HRTimeline
CX Institutional4,566$265K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.4,567$265K0.02%-2,39213F-HRTimeline
Pinnacle Financial Partners Inc4,563$264K0.01%+4,51813F-HRTimeline
Yoder Wealth Management, Inc.4,551$264K0.15%+2213F-HRTimeline
Avestar Capital, LLC4,549$264K0.03%-46713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,546$264K0.04%+86713F-HRTimeline
Reliant Investment Partners, LLC4,508$262K0.27%+34913F-HRTimeline
Lantz Financial LLC4,502$261K0.07%+32713F-HRTimeline
HOLDERNESS INVESTMENTS CO4,476$260K0.06%-9613F-HRTimeline
NWF Advisory Services Inc.4,476$260K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,473$260K0.01%+47613F-HRTimelineGroup
Per Stirling Capital Management, LLC.4,472$259K0.04%new13F-HRTimeline
Somerset Trust Co4,460$259K0.09%new13F-HRTimeline
Beverly Hills Private Wealth, LLC4,443$258K0.05%-4513F-HRTimeline
Bridgewater Advisors Inc.4,483$257K0.02%new13F-HRTimeline
Petix & Botte Co4,426$257K0.07%013F-HRTimeline
Traynor Capital Management, Inc.4,419$256K0.02%+27713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,397$255K0.01%new13F-HR/ATimelineGroup
Western Wealth Management, LLC4,394$255K0.02%+55313F-HRTimeline
GREAT LAKES ADVISORS, LLC4,384$254K<0.01%-23,97613F-HRTimeline
Modera Wealth Management, LLC4,382$254K<0.01%-52213F-HRTimeline
Advisory Alpha, LLC4,337$252K0.01%+10513F-HR/ATimeline
Jacobsen Capital Management4,322$251K0.11%+27013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,321$251K0.1%new13F-HRTimeline
Bolthouse Investments, LLC4,317$250K0.26%new13F-HRTimeline
Bullock Wealth Management Group4,357$249K0.14%-213F-HRTimeline
Court Place Advisors, LLC4,291$249K0.08%-39013F-HRTimeline
PDS Planning, Inc4,269$248K0.02%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,221$245K<0.01%013F-HRTimeline
PFG Advisors4,203$244K0.01%new13F-HRTimeline
Campion Asset Management4,198$244K0.19%-1,05513F-HRTimeline
LexAurum Advisors, LLC4,196$243K0.05%+2813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,171$242K0.01%-1,73813F-HRTimeline
Sunpointe, LLC4,166$242K0.13%new13F-HRTimeline
Helium Advisors LLC4,148$241K0.18%+10013F-HRTimeline
Prosperitas Financial LLC4,136$240K0.12%+19013F-HRTimeline
Atlas Legacy Advisors, LLC4,135$240K0.06%-1,09813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,130$240K0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,124$239K0.01%-12,16713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,124$239K0.1%new13F-HRTimelineGroup
Oslo Pensjonsforsikring AS4,122$239K0.04%013F-HRTimeline
Pointe Capital Management LLC4,094$237K0.14%013F-HRTimeline
SFMG, LLC4,083$237K0.02%new13F-HRTimeline
Mesirow Financial Investment Management…4,073$236K<0.01%-28913F-HRTimeline
Crescent Sterling, Ltd.4,062$236K0.24%+2613F-HRTimeline
Buffington Mohr McNeal4,048$235K0.05%013F-HRTimeline
Moss Adams Wealth Advisors LLC4,012$233K0.02%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,000$232K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC3,999$232K0.01%-1,56713F-HRTimeline
SMITH, MOORE & CO.3,984$231K0.02%-44813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,982$231K<0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC3,976$231K0.05%+4513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…3,975$231K0.11%013F-HRTimelineGroup
Kovack Advisors, Inc.3,970$230K0.02%-16,73113F-HRTimeline
Howard Capital Management, LLC3,964$230K0.01%-49213F-HRTimeline
Brooklyn Investment Group3,965$230K0.05%-23913F-HRTimeline
Sandbox Financial Partners, LLC3,955$229K0.08%+113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,950$229K0.08%013F-HRTimeline
LGT Fund Management Co Ltd.3,942$229K0.02%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3,931$228K<0.01%new13F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust3,930$228K0.13%013F-HRTimelineGroup
Cetera Trust Company, N.A3,925$228K0.15%013F-HRTimeline
Keystone Wealth Services, LLC3,925$228K0.06%+213F-HRTimeline
Slagle Financial, LLC3,900$226K0.1%-11613F-HRTimeline
Northstar Advisory Group, LLC3,885$225K0.15%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,868$224K0.12%013F-HRTimeline
Jentner Corp3,853$224K0.07%+5513F-HRTimeline
Busey Bank3,830$222K0.01%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.3,754$218K<0.01%-40213F-HRTimeline
Colonial River Investments, LLC3,751$218K0.12%-28313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,751$218K0.01%-28313F-HRTimeline
West Family Investments, Inc.3,741$217K0.08%-2,06013F-HRTimeline
Goldstone Financial Group, LLC3,735$217K0.03%new13F-HRTimeline
L2 Asset Management, LLC3,714$215K0.04%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,709$215K0.03%new13F-HRTimeline
Bridgewater Associates, LP3,687$214K<0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC3,657$212K<0.01%-27,66013F-HRTimelineGroup
Balboa Wealth Partners3,654$212K0.05%new13F-HRTimeline
LPF Advisors LLC3,650$212K0.17%new13F-HRTimeline
Mattern Wealth Management LLC3,650$212K0.05%new13F-HRTimeline
DF DENT & CO INC3,635$211K<0.01%new13F-HRTimeline
Sound Financial Strategies Group, LLC3,625$210K0.19%-11,65113F-HRTimeline
Koshinski Asset Management, Inc.3,619$210K0.02%new13F-HRTimeline
F/m Investments LLC3,617$210K0.01%-24,54913F-HRTimeline
McAdam, LLC3,611$209K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,581$208K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.3,580$208K0.04%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,547$206K0.01%-23313F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC3,541$205K0.07%new13F-HRTimeline
Callan Capital, LLC3,520$204K0.02%new13F-HRTimeline
Camelot Portfolios, LLC3,503$203K0.13%new13F-HRTimeline
CONNORS INVESTOR SERVICES INC3,495$203K0.02%new13F-HRTimeline
Sand Hill Global Advisors, LLC3,482$202K0.01%new13F-HRTimeline
Sonora Investment Management Group, LLC3,469$201K0.02%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,462$201K0.08%new13F-HRTimeline
Sivia Capital Partners, LLC3,459$201K0.09%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,457$201K0.01%new13F-HRTimeline
FINANCIAL COUNSELORS INC3,455$200K<0.01%-2,21713F-HRTimeline
CoreCap Advisors, LLC3,435$199K0.01%-30,37113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,398$196K<0.01%-2,36213F-HRTimelineGroup
Smartleaf Asset Management LLC3,428$194K0.02%+41713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,312$192K<0.01%-4913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,302$192K<0.01%-36413F-HRTimelineGroup
Private Wealth Asset Management, LLC3,227$187K0.03%13F-HRTimeline
M&G PLCin group M&G PLC3,157$183K<0.01%-2,94213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP3,100$180K0.02%+2913F-HRTimeline
SRH ADVISORS, LLC3,100$180K0.06%013F-HRTimeline
Bayforest Capital Ltd3,039$176K0.08%+14913F-HR/ATimeline