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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,266 managers (1,291 13F filers) reported a position in O shares at 2025-06-30, 713,450,241 shares in all. 99 filers opened a position and 96 filers sold out during the quarter.

Managers
1,266
13F filers
1,291
New
99
Added
637
Reduced
378
Sold out
96
Shares held by filers
713,450,241

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Community Bank & Trust, Waco, Texas6,169$355K0.08%+16613F-HRTimeline
Huntleigh Advisors, Inc.6,142$354K0.07%+42613F-HRTimeline
Howard Capital Management, LLC6,127$353K0.01%+2,16313F-HRTimeline
MeadowBrook Investment Advisors LLC6,115$352K0.31%+60013F-HRTimeline
Tempus Wealth Planning, LLC6,068$350K0.09%+35013F-HRTimeline
Procyon Advisors, LLC6,065$349K0.03%-61613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,050$349K<0.01%+33213F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC6,013$346K0.09%new13F-HRTimeline
AlphaStar Capital Management, LLC6,007$346K0.02%new13F-HRTimeline
Trace Wealth Advisors, LLC6,000$346K0.28%013F-HRTimeline
SkyView Investment Advisors, LLC6,007$343K0.05%+65913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,925$341K0.01%+1,94313F-HRTimelineGroup
Leo Wealth, LLC5,909$340K0.03%-613F-HRTimeline
Severin Investments, LLC5,907$340K0.32%-6,13613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,878$339K0.09%+5,36113F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,867$338K0.02%-1,44813F-HRTimeline
Premier Path Wealth Partners, LLC5,835$336K0.05%-74513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,790$334K0.15%-10113F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC5,769$332K0.25%-15,34613F-HRTimeline
SS&H Financial Advisors, Inc.5,760$332K0.11%-11813F-HRTimeline
REXFORD CAPITAL INC5,759$332K0.28%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,753$331K<0.01%-7,86113F-HR/ATimelineGroup
Comprehensive Money Management Services…5,749$331K0.25%-14513F-HRTimeline
Kovack Advisors, Inc.5,746$331K0.03%+1,77613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,711$329K0.01%013F-HRTimelineGroup
Hendershot Investments Inc.5,675$327K0.04%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,662$326K0.16%-4213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,634$325K0.2%-29513F-HRTimeline
VANCE WEALTH, LLC5,626$324K0.11%013F-HRTimeline
B. Riley Wealth Advisors, Inc.5,622$324K0.02%-7,71313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,601$323K0.01%+21513F-HRTimeline
Hoxton Planning & Management, LLC5,581$322K0.11%+21113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,550$320K0.03%013F-HRTimeline
Visionary Wealth Advisors5,534$319K0.02%+46513F-HRTimeline
Phillips Wealth Planners LLC5,540$318K0.29%-113F-HRTimeline
Cadence Bank5,525$318K0.02%-6313F-HRTimeline
Pure Financial Advisors, LLC5,519$318K0.01%+18513F-HRTimeline
Cross Staff Investments Inc5,511$317K0.24%013F-HRTimeline
Argent Trust Co5,498$317K0.01%+25713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,479$316K0.09%+35513F-HRTimeline
180 WEALTH ADVISORS, LLC5,476$315K0.04%-15013F-HRTimeline
Atlanta Consulting Group Advisors, LLC5,465$315K0.09%-14713F-HRTimeline
Coastwise Capital Group, LLC5,458$314K0.25%-16113F-HRTimeline
Meridian Wealth Management, LLC5,443$314K0.01%-13713F-HRTimeline
MASTERINVEST Kapitalanlage GmbH5,437$313K0.03%13F-HR/ATimeline
Red Door Wealth Management, LLC5,420$312K0.04%+113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,414$312K0.05%+86813F-HRTimeline
GWN SECURITIES INC.5,390$312K0.06%-9,48613F-HRTimeline
Koshinski Asset Management, Inc.5,406$311K0.02%+1,78713F-HRTimeline
Bridgewater Advisors Inc.5,394$309K0.02%+91113F-HRTimeline
TPG Advisors LLC5,363$309K0.22%+1613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,356$309K0.01%new13F-HRTimeline
PDS Planning, Inc5,355$309K0.02%+1,08613F-HRTimeline
ANB BANK5,348$308K0.14%new13F-HRTimeline
Prairie Sky Financial Group LLC5,332$307K0.17%013F-HRTimeline
Brooklyn Investment Group5,315$306K0.04%+1,35013F-HR/ATimeline
AdvisorNet Financial, Inc5,313$306K0.02%+9013F-HRTimeline
SeaCrest Wealth Management, LLC5,313$306K0.03%-53513F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,308$306K0.06%-1,49413F-HRTimeline
Sovereign Financial Group, Inc.5,288$305K0.06%+6013F-HRTimeline
WEST PACES ADVISORS INC.5,269$304K0.06%-2,23913F-HRTimeline
Berger Financial Group, Inc5,251$303K0.02%-2413F-HRTimeline
Lummis Asset Management, LP5,228$301K0.2%-1,08113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5,192$299K0.27%-2,02513F-HRTimeline
Mason & Associates Inc5,143$296K0.07%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,135$296K0.21%-15013F-HRTimeline
PFG Advisors5,133$296K0.01%+93013F-HRTimeline
Lantz Financial LLC5,099$294K0.07%+59713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,061$292K0.01%013F-HRTimeline
Fulcrum Asset Management LLP5,026$290K0.08%new13F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.5,023$289K0.01%+62613F-HRTimelineGroup
Catalyst Capital Advisors LLC5,000$288K0.01%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,980$287K0.15%-32013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,975$287K0.08%013F-HRTimeline
Moss Adams Wealth Advisors LLC4,964$286K0.03%+95213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,897$284K0.02%-4,57313F-HRTimelineGroup
Mesirow Financial Investment Management…4,923$284K0.01%+85013F-HRTimeline
Mayflower Financial Advisors, LLC4,917$283K0.04%-32413F-HRTimeline
Autumn Glory Partners, LLC4,900$282K0.13%013F-HRTimeline
GREAT LAKES ADVISORS, LLC4,892$282K<0.01%+50813F-HRTimeline
Wealth Management Associates, Inc.4,890$282K0.11%+20013F-HRTimeline
MBB PUBLIC MARKETS I LLC4,881$281K0.03%-1,05913F-HRTimeline
Root Financial Partners, LLC4,877$281K0.03%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,856$280K<0.01%-50513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,854$280K0.03%+4813F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,842$279K0.01%-9113F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,819$278K0.09%+49813F-HRTimeline
Core Wealth Partners LLC4,816$277K0.14%-49813F-HRTimeline
Yoder Wealth Management, Inc.4,815$277K0.14%+26413F-HRTimeline
Callahan Advisors, LLC4,800$277K0.02%013F-HRTimeline
Wedmont Private Capital4,853$276K0.01%+1213F-HRTimeline
Stiles Financial Services Inc4,774$275K0.09%+2113F-HRTimeline
Reliant Investment Partners, LLC4,769$275K0.24%+26113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC4,746$273K0.21%+5213F-HRTimeline
Fiduciary Alliance LLC4,719$272K0.02%new13F-HRTimeline
LexAurum Advisors, LLC4,690$270K0.04%+49413F-HRTimeline
West Family Investments, Inc.4,683$270K0.07%+94213F-HRTimeline
Aull & Monroe Investment Management Corp4,660$268K0.14%013F-HRTimeline
AlphaQuest LLC4,657$268K0.03%-56613F-HRTimeline
MBA Advisors LLC4,654$268K0.12%+813F-HRTimeline
CX Institutional4,634$267K0.01%+6813F-HR/ATimeline
Charter Oak Capital Management, LLC4,595$265K0.02%-1913F-HRTimeline
COZAD ASSET MANAGEMENT INC4,587$264K0.02%-12013F-HR/ATimeline
GSA CAPITAL PARTNERS LLP4,568$263K0.02%-5,75013F-HRTimeline
Somerset Trust Co4,565$263K0.09%+10513F-HRTimeline
Aspire Growth Partners LLC4,548$262K0.21%-91713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,533$261K0.11%-29413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,532$261K0.01%+40213F-HRTimelineGroup
NWF Advisory Services Inc.4,511$260K0.03%+3513F-HRTimeline
FIRST MANHATTAN CO. LLC.4,509$260K<0.01%+75513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,506$260K0.01%+3313F-HRTimelineGroup
Per Stirling Capital Management, LLC.4,495$259K0.03%+2313F-HRTimeline
SMITH, MOORE & CO.4,493$259K0.02%+50913F-HRTimeline
Modera Wealth Management, LLC4,482$258K<0.01%+10013F-HRTimeline
Beverly Hills Private Wealth, LLC4,445$256K0.05%+213F-HRTimeline
Global Assets Advisory, LLC4,421$256K0.1%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,431$255K<0.01%-31513F-HRTimelineGroup
Petix & Botte Co4,426$255K0.06%013F-HRTimeline
Western Wealth Management, LLC4,404$254K0.02%+1013F-HRTimeline
Prosperitas Financial LLC4,374$252K0.12%+23813F-HRTimeline
Jacobsen Capital Management4,360$251K0.09%+3813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,355$251K0.02%-87213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC4,343$250K0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,339$250K<0.01%+11813F-HRTimeline
Crescent Sterling, Ltd.4,339$250K0.28%+27713F-HRTimeline
Bolthouse Investments, LLC4,317$249K0.25%013F-HR/ATimeline
Court Place Advisors, LLC4,301$248K0.08%+1013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,296$248K0.01%+12513F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC4,280$247K0.21%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,270$246K0.07%+32013F-HRTimeline
Fisher Asset Management, LLC4,240$244K<0.01%-1,36513F-HRTimeline
Bullock Wealth Management Group4,222$244K0.13%-13513F-HRTimeline
Advisory Alpha, LLC4,213$243K0.01%-12413F-HRTimeline
Campion Asset Management4,198$242K0.18%013F-HRTimeline
Quotient Wealth Partners, LLC4,192$242K0.01%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO4,151$239K0.05%-32513F-HRTimeline
Cetera Trust Company, N.A4,135$238K0.14%+21013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,124$238K0.08%013F-HRTimelineGroup
Oslo Pensjonsforsikring AS4,122$237K0.04%013F-HRTimeline
SFMG, LLC4,112$237K0.02%+2913F-HRTimeline
Pointe Capital Management LLC4,094$236K0.12%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,088$236K0.02%new13F-HRTimeline
Resonant Capital Advisors, LLC4,049$233K0.01%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,037$233K0.06%13F-HRTimeline
Leslie Global Wealth, LLC4,022$232K0.12%-40,27413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,008$231K0.11%+14013F-HRTimeline
Nabity-Jensen Investment Management Inc4,006$231K0.17%new13F-HRTimeline
Tyche Wealth Partners LLC3,980$229K0.05%+413F-HRTimeline
L2 Asset Management, LLC3,980$229K0.04%+26613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,978$229K<0.01%new13F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…3,975$229K0.08%013F-HRTimelineGroup
Northstar Advisory Group, LLC3,960$228K0.11%+7513F-HRTimeline
Sandbox Financial Partners, LLC3,957$228K0.07%+213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,954$228K0.03%+24513F-HRTimeline
LGT Fund Management Co Ltd.3,942$227K0.02%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,930$226K0.11%013F-HRTimelineGroup
Keystone Wealth Services, LLC3,917$226K0.05%-813F-HRTimeline
Jentner Corp3,908$225K0.06%+5513F-HRTimeline
Scott Capital Advisors, LLC3,947$225K0.06%new13F-HRTimeline
National Wealth Management Group, LLC3,894$224K0.13%new13F-HRTimeline
Freedom Investment Management, Inc.3,893$224K0.02%-67413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…3,876$223K0.02%new13F-HRTimelineGroup
Sivia Capital Partners, LLC3,873$223K0.08%+41413F-HR/ATimeline
PATTON FUND MANAGEMENT, INC.3,871$223K0.05%new13F-HRTimeline
Avestar Capital, LLC3,858$222K0.02%-69113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,858$222K<0.01%+27713F-HRTimeline
Dorsey & Whitney Trust CO LLC3,852$222K0.01%-14713F-HRTimeline
Mattern Wealth Management LLC3,850$222K0.05%+20013F-HRTimeline
McAdam, LLC3,831$221K0.01%+22013F-HRTimeline
MONECO ADVISORS, LLC3,825$220K0.02%-1,70513F-HRTimeline
Westside Investment Management, Inc.3,810$220K0.04%+23013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…3,798$219K<0.01%+3,79713F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,735$215K0.02%-1,43013F-HRTimeline
DF DENT & CO INC3,725$215K<0.01%+9013F-HRTimeline
Busey Bank3,717$214K0.01%-11313F-HRTimeline
Sunpointe, LLC3,691$213K0.08%-47513F-HRTimeline
Bayesian Capital Management, LP3,682$212K0.03%new13F-HRTimeline
Heartland Bank & Trust Co3,680$212K0.1%-3,80013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,669$211K0.02%new13F-HRTimeline
Sound Financial Strategies Group, LLC3,663$211K0.18%+3813F-HRTimeline
Cooper Financial Group3,661$211K0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,652$210K0.01%-9913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,619$209K<0.01%+31713F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding3,612$208K-39,399Timeline
Colonial River Investments, LLC3,652$208K0.09%-9913F-HRTimeline
ProVise Management Group, LLC3,599$207K0.02%new13F-HRTimeline
Midwest Trust Co3,585$207K<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,609$206K0.01%+72113F-HRTimelineGroup
VestGen Advisors, LLC3,556$205K0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC3,554$205K0.09%new13F-HRTimeline
Trek Financial, LLC3,544$204K0.01%new13F-HRTimeline
M&G PLCin group M&G PLC3,509$204K<0.01%+35213F-HRTimelineGroup
Pallas Capital Advisors LLC3,530$203K0.01%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,525$203K0.01%-2213F-HR/ATimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC3,518$203K0.14%new13F-HRTimeline
NBW CAPITAL LLC3,501$202K0.04%new13F-HRTimeline
CONNORS INVESTOR SERVICES INC3,495$201K0.02%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC3,491$201K0.06%-5013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,489$201K0.09%new13F-HRTimeline
Sand Hill Global Advisors, LLC3,482$201K0.01%013F-HRTimeline