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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,242 managers (1,270 13F filers) reported a position in O shares at 2024-12-31, 686,436,694 shares in all. 98 filers opened a position and 141 filers sold out during the quarter.

Managers
1,242
13F filers
1,270
New
98
Added
486
Reduced
477
Sold out
141
Shares held by filers
686,436,694

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wood Tarver Financial Group, LLC2,325$124K0.04%13F-HRTimeline
Transce3nd, LLC2,315$124K0.04%13F-HRTimeline
MOTCO2,245$120K0.01%013F-HRTimeline
Caldwell Trust Co2,214$118K0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,144$115K0.02%+21813F-HRTimeline
TD Waterhouse Canada Inc.2,121$113K<0.01%-2,70313F-HRTimeline
Covestor Ltd2,096$112K0.07%+15613F-HRTimeline
Hexagon Capital Partners LLC2,030$108K0.02%+87813F-HRTimeline
Medallion Wealth Advisors, LLC1,979$108K0.05%13F-HRTimeline
Financial Perspectives, Inc2,011$107K0.04%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …2,000$107K<0.01%013F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC1,978$106K0.03%-413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,946$104K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co1,933$103K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,866$99.7K0.01%+16013F-HRTimeline
ORG Partners LLC1,842$98.7K0.01%+1,60413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,800$96.1K0.04%013F-HRTimeline
JNBA Financial Advisors1,780$95.1K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,611$95K<0.01%-2,44613F-HRTimeline
Anchor Investment Management, LLC1,738$92.8K0.01%+1913F-HRTimeline
Glass Jacobson Investment Advisors llc1,733$92.6K0.03%-3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC1,725$92.2K0.01%+30913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,680$89.7K<0.01%+67013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc1,611$86K0.02%+4213F-HRTimeline
ESL Trust Services, LLC1,600$85.5K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,560$84K<0.01%+1713F-HRTimelineGroup
Heritage Wealth Advisors1,563$83.5K<0.01%-5713F-HRTimeline
City State Bank1,550$82.8K0.03%-5013F-HRTimeline
Bangor Savings Bank1,537$82.1K0.01%-5513F-HRTimeline
TSFG, LLC1,534$82K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,500$80.1K0.03%-47813F-HRTimeline
Manchester Capital Management LLC1,459$77.9K0.01%-58913F-HRTimeline
CENTRAL TRUST Co1,444$77.1K<0.01%-213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,411$75.4K0.02%-713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,364$73K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton1,329$71K0.02%+83813F-HRTimeline
Grove Bank & Trust1,324$70.7K0.01%-8513F-HRTimeline
McIlrath & Eck, LLC1,310$70K0.01%-5313F-HRTimeline
Front Row Advisors LLC1,310$70K0.02%-15013F-HRTimeline
Beacon Capital Management, LLC1,307$69.8K0.01%+2713F-HRTimeline
Founders Capital Management1,300$69.4K0.04%-98013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,278$68.3K<0.01%-2713F-HRTimeline
Aventura Private Wealth, LLC1,265$67.6K0.04%13F-HRTimeline
SOA Wealth Advisors, LLC.1,233$65.8K0.01%+95913F-HR/ATimeline
Trust Co1,197$63.9K0.01%013F-HRTimeline
Roxbury Financial LLC1,080$62.6K0.06%13F-HRTimeline
Darwin Wealth Management, LLC1,139$60.8K0.02%+12013F-HR/ATimeline
Winthrop Capital Management, LLC1,119$59K0.02%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,100$58.8K0.06%13F-HRTimeline
Bank of New Hampshire1,100$58.8K0.02%013F-HRTimeline
CoreFirst Bank & Trust1,080$57.7K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,071$57.2K<0.01%-13913F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,060$57K0.01%+7113F-HRTimeline
Semmax Financial Advisors Inc.1,028$56.7K0.02%+613F-HRTimeline
Crews Bank & Trust1,011$54K0.01%13F-HRTimeline
Future Financial Wealth Managment LLC1,000$53.4K0.04%013F-HRTimeline
Fairway Wealth LLC1,000$53.4K0.02%new13F-HRTimeline
WOLFF WIESE MAGANA LLC974$52K0.03%+413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/966$51.6K0.02%new13F-HRTimelineGroup
Fortis Group Advisors, LLC950$50.7K0.01%013F-HRTimeline
Missouri Trust & Investment Co946$50.5K0.02%+16113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC932$49.8K0.03%+213F-HRTimeline
Pacifica Partners Inc.907$47.7K0.02%-2013F-HRTimeline
Sugarloaf Wealth Management, LLC885$47.3K0.01%+6213F-HRTimeline
Wiser Advisor Group LLC884$47.2K0.07%+1213F-HRTimeline
Nemes Rush Group LLC877$46.8K0.01%+76513F-HRTimeline
Central Pacific Bank - Trust Division864$46.1K0.01%013F-HRTimeline
Independence Bank of Kentucky850$45.4K0.01%+30013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP837$44.7K0.01%013F-HRTimeline
HM PAYSON & CO815$43.5K<0.01%-613F-HRTimeline
Venturi Wealth Management, LLC809$43.2K<0.01%+6813F-HRTimeline
United Community Bankin group United Community Bank800$42.7K0.02%new13F-HRTimelineGroup
Silvant Capital Management LLC796$42.5K<0.01%013F-HRTimeline
Activest Wealth Management782$41.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC769$41.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC752$40.2K<0.01%+56713F-HRTimelineGroup
Luken Investment Analytics, LLC750$40.1K0.02%new13F-HRTimeline
Deseret Mutual Benefit Administrators739$39.5K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.720$38.5K0.03%-1713F-HRTimeline
Orion Capital Management LLC700$37.4K0.02%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…666$37.3K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department684$36.5K0.01%13F-HRTimelineGroup
10Elms LLP667$35.6K0.04%13F-HRTimeline
HOERTKORN RICHARD CHARLES666$35.6K0.01%013F-HRTimeline
Empirical Asset Management, LLC10,260$35.2K0.01%+17313F-HRTimeline
Fourth Dimension Wealth, LLC641$34.2K0.02%13F-HRTimeline
Millstone Evans Group, LLC638$34.1K0.02%13F-HRTimeline
Hilltop National Bank631$33.7K0.01%013F-HRTimeline
Riverview Trust Co630$33.6K0.03%-1913F-HRTimeline
Cypress Capital Management LLC (WY)609$32.5K0.04%-60913F-HRTimeline
SIERRA OCEAN, LLC608$32.5K0.03%13F-HRTimeline
Smithfield Trust Co575$32K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.597$31.9K0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC584$31.2K0.03%-1213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.552$29.5K<0.01%-14213F-HRTimeline
Hopwood Financial Services, Inc.550$29.4K0.02%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …549$29.3K0.06%+34913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC548$29.3K0.01%+6613F-HRTimeline
HOEY INVESTMENTS, INC544$29.1K<0.01%013F-HRTimeline
Creative Capital Management Investments…525$28K0.01%013F-HRTimeline
Private Wealth Management Group, LLC524$28K0.01%-3113F-HRTimeline
Continuum Advisory, LLC519$27.7K<0.01%-10913F-HRTimeline
LEE DANNER & BASS INC518$27.7K<0.01%new13F-HRTimeline
CVA Family Office, LLC515$27.5K<0.01%+29613F-HRTimeline
Key Financial Inc509$27.2K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…500$26.7K0.01%013F-HRTimeline
Main Street Group, LTD500$26.7K0.01%-2,26813F-HRTimeline
GPS Wealth Strategies Group, LLC483$25.8K<0.01%-45513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC479$25.6K0.01%013F-HRTimeline
Archer Investment Corp475$25.4K0.01%+613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC471$25.2K<0.01%+8613F-HRTimeline
Bell Investment Advisors, Inc464$24.8K<0.01%-4613F-HRTimeline
AMERIFLEX GROUP, INC.443$24.2K0.01%13F-HRTimeline
GW&K Investment Management, LLC454$24K<0.01%-7213F-HRTimeline
Rise Advisors, LLC438$23.4K0.01%+613F-HRTimeline
EASTERN BANK434$23.2K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST427$22.8K<0.01%013F-HRTimeline
STANCE CAPITAL LLC422$22.6K0.01%13F-HRTimeline
Capital A Wealth Management, LLC422$22.5K0.04%13F-HRTimeline
Tortoise Investment Management, LLC408$21.8K<0.01%-813F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp407$21.7K<0.01%+19213F-HRTimelineGroup
WASHINGTON TRUST Co400$21.4K<0.01%-19713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC400$21.4K<0.01%013F-HRTimelineGroup
Piscataqua Savings Bank400$21.4K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.400$21K0.01%013F-HRTimeline
TruNorth Capital Management, LLC391$20.9K0.01%013F-HRTimeline
Altshuler Shaham Ltd385$20.6K<0.01%new13F-HRTimeline
Sandy Spring Bank375$20K<0.01%+10713F-HRTimeline
VALLEY NATIONAL ADVISERS INC385$20K<0.01%+513F-HRTimeline
ALBION FINANCIAL GROUP /UT372$19.9K<0.01%+513F-HRTimeline
MONETARY MANAGEMENT GROUP INC360$19.2K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC346$18.5K<0.01%013F-HRTimeline
Transcendent Capital Group LLC341$18.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.334$18K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WR Wealth Planners, LLC336$17.9K0.01%+1713F-HRTimeline
Aspect Partners, LLC327$17.5K0.01%+213F-HRTimeline
PSI Advisors, LLC322$17.2K0.01%+17213F-HRTimeline
New Millennium Group LLC320$17.1K0.01%-2,30713F-HRTimeline
Global Financial Private Client, LLC310$16.6K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.293$15.6K0.01%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.288$15.4K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC286$15.3K0.01%-113F-HRTimeline
BARRETT & COMPANY, INC.284$15.2K0.01%013F-HRTimeline
Hemington Wealth Management298$15K<0.01%-1513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC253$13.5K0.02%013F-HRTimeline
Salomon & Ludwin, LLC250$13.4K<0.01%-413F-HRTimeline
FNY Investment Advisers, LLC250$13K0.01%-8013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC238$12.7K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.233$12.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.229$12.2K<0.01%-71813F-HRTimeline
Kozak & Associates, Inc.226$12K<0.01%+17413F-HRTimeline
IAG Wealth Partners, LLC218$11.6K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC208$11.1K<0.01%+913F-HRTimeline
DT Investment Partners, LLC207$11.1K<0.01%013F-HRTimeline
Avion Wealth217$11K<0.01%+11613F-HRTimeline
AlphaMark Advisors, LLC200$11K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC200$10.8K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$10.8K0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL200$10.7K<0.01%013F-HRTimeline
Community Bank, N.A.200$10.7K<0.01%-18013F-HRTimeline
Hoese & Co LLP200$10.7K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners190$10.1K<0.01%-43813F-HRTimelineGroup
Ameliora Wealth Management Ltd.188$10K<0.01%013F-HRTimeline
Navigoe, LLC200$10K0.01%13F-HRTimeline
Roble, Belko & Company, Inc189$10K<0.01%+513F-HRTimeline
SITTNER & NELSON, LLC182$9.72K<0.01%+1913F-HRTimeline
Vermillion Wealth Management, Inc.177$9.45K<0.01%13F-HRTimeline
OAKWORTH CAPITAL, INC.173$9.24K<0.01%013F-HRTimeline
Bare Financial Services, Inc173$9.24K<0.01%013F-HRTimeline
IFS Advisors, LLC159$8.49K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC158$8.46K0.01%-1113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC150$8.01K<0.01%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.143$7.72K<0.01%013F-HRTimeline
Abound Wealth Management142$7.58K<0.01%-20013F-HRTimeline
Dunhill Financial, LLC141$7.55K<0.01%+3313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$7.26K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC131$6.99K<0.01%new13F-HRTimeline
High Note Wealth, LLC117$6.25K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC112$5.98K<0.01%+313F-HRTimeline
Asset Dedication, LLC110$5.88K<0.01%-3,94413F-HRTimeline
HighMark Wealth Management LLC108$5.76K<0.01%+213F-HRTimeline
Synergy Investment Management, LLC104$5.54K<0.01%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH103$5.5K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC100$5.34K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC100$5.34K<0.01%013F-HRTimeline
Pineridge Advisors LLC100$5.34K<0.01%new13F-HRTimeline
CAPITAL & PLANNING, LLC100$5.34K<0.01%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC100$5.34K<0.01%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC94$5.02K<0.01%+2013F-HRTimeline
WPG Advisers, LLC91$4.86K<0.01%13F-HRTimeline
Centricity Wealth Management, LLC81$4.33K<0.01%13F-HRTimeline
Strengthening Families & Communities, L…72$4K<0.01%-40513F-HRTimeline
POM Investment Strategies, LLC73$3.9K<0.01%+113F-HRTimeline
Tributary Capital Management, LLC69$3.69K<0.01%-1313F-HRTimeline
Mascoma Wealth Management LLC67$3.58K<0.01%013F-HRTimeline
COUNTRY TRUST BANK62$3.31K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN60$3.21K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC60$3.21K<0.01%+2013F-HRTimeline
TFC Financial Management, Inc.57$3.05K<0.01%-1613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC57$3.04K<0.01%013F-HRTimeline