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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
Ridgewood Investments LLC2,963$172K0.08%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,888$168K0.01%+39113F-HRTimelineGroup
Tidemark, LLC2,867$166K0.06%-1613F-HRTimeline
Coastline Trust Co2,760$160K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plato Investment Management Ltd2,704$159K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.3,509$153K<0.01%+1,38813F-HRTimeline
Cromwell Holdings LLC2,607$151K0.1%+4413F-HRTimeline
MONTAG A & ASSOCIATES INC2,580$150K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,551$148K0.06%+1,14013F-HRTimeline
NFSG Corp2,550$148K0.04%-6,55913F-HRTimeline
Covestor Ltd2,523$146K0.1%+42713F-HRTimeline
Caldwell Trust Co2,457$143K0.02%+24313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,433$141K0.08%+2013F-HRTimeline
Parkside Financial Bank & Trust2,429$141K0.02%+28513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,530$135K0.01%013F-HRTimeline
TSFG, LLC2,331$135K0.03%+79713F-HRTimeline
MOTCO2,273$132K0.01%+2813F-HRTimeline
HM PAYSON & CO2,239$130K<0.01%+1,42413F-HRTimeline
Wood Tarver Financial Group, LLC2,233$130K0.04%-9213F-HRTimeline
Main Street Group, LTD2,231$129K0.05%+1,73113F-HRTimeline
AMERIFLEX GROUP, INC.2,195$127K0.05%+1,75213F-HRTimeline
Wealth Preservation Advisors, LLC2,110$122K0.09%13F-HRTimeline
Medallion Wealth Advisors, LLC2,069$119K0.05%+9013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,020$117K0.04%new13F-HRTimeline
Financial Perspectives, Inc2,011$117K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,006$116K<0.01%-95613F-HRTimeline
Cherry Tree Wealth Management, LLC1,978$115K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,946$113K<0.01%013F-HRTimeline
Fortitude Family Office, LLC1,936$112K0.04%-54113F-HRTimeline
Indiana Trust & Investment Management Co1,933$112K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,851$107K<0.01%+17113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,854$107K<0.01%+29413F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,800$104K0.05%013F-HRTimeline
Grove Bank & Trust1,795$104K0.01%+47113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,778$103K<0.01%+16713F-HR/ATimeline
Quent Capital, LLC1,770$103K0.01%+4513F-HRTimeline
Hexagon Capital Partners LLC1,742$101K0.02%-28813F-HRTimeline
Anchor Investment Management, LLC1,673$97K0.01%-6513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,656$96.1K0.01%-21013F-HRTimeline
Kiker Wealth Management, LLC1,649$95.6K0.07%new13F-HRTimeline
Versant Capital Management, Inc1,618$93.9K0.02%+713F-HRTimeline
ESL Trust Services, LLC1,600$92.8K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,733$92.6K0.03%013F-HRTimeline
City State Bank1,550$89.9K0.03%013F-HRTimeline
CENTRAL TRUST Co1,545$89.6K<0.01%+10113F-HRTimeline
Bangor Savings Bank1,537$89.2K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,500$87K0.03%013F-HRTimeline
Manchester Capital Management LLC1,468$85.2K0.01%+913F-HRTimeline
Beacon Capital Management, LLC1,415$82.1K0.01%+10813F-HRTimeline
Rosenberg Matthew Hamilton1,329$77.1K0.02%013F-HRTimeline
Quantbot Technologies LP1,327$77K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,317$76.4K0.01%+3913F-HRTimeline
Front Row Advisors LLC1,310$76K0.03%013F-HRTimeline
Founders Capital Management1,250$72.5K0.05%-5013F-HRTimeline
McIlrath & Eck, LLC1,239$71.9K0.01%-7113F-HRTimeline
JNBA Financial Advisors1,237$71.8K0.01%-54313F-HRTimeline
Aventura Private Wealth, LLC1,215$70.5K0.04%-5013F-HRTimeline
Trust Co1,197$69.4K0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,195$69.3K0.02%+80413F-HRTimeline
Elite Financial, Inc.1,150$66K0.03%new13F-HRTimeline
Winthrop Capital Management, LLC1,099$64K0.02%-2013F-HRTimeline
Bank of New Hampshire1,100$63.8K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,092$63K0.01%+3213F-HRTimeline
Heritage Wealth Advisors1,083$62.8K<0.01%-48013F-HRTimeline
Missouri Trust & Investment Co1,082$62.8K0.02%+13613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,071$62.1K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC1,081$61.6K0.06%+113F-HRTimeline
Darwin Wealth Management, LLC1,139$60.8K0.02%013F-HRTimeline
Transce3nd, LLC1,047$60.7K0.03%-1,26813F-HRTimeline
Semmax Financial Advisors Inc.1,033$58.8K0.02%+513F-HRTimeline
Crews Bank & Trust1,011$58.6K0.01%013F-HRTimeline
Activest Wealth Management1,005$58.3K0.02%+22313F-HRTimeline
Future Financial Wealth Managment LLC1,000$58K0.04%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…982$57K<0.01%-1,50013F-HRTimeline
WOLFF WIESE MAGANA LLC978$56.7K0.04%+413F-HRTimeline
Physician Wealth Advisors, Inc.976$56.6K0.01%+37913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/966$56K0.03%013F-HRTimelineGroup
Fortis Group Advisors, LLC950$55.1K0.01%013F-HRTimeline
Arax Advisory Partners947$55K<0.01%-1,53213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC933$54.2K0.03%+113F-HRTimeline
Nemes Rush Group LLC902$52.3K0.01%+2513F-HRTimeline
Wiser Advisor Group LLC896$52K0.08%+1213F-HRTimeline
Wayfinding Financial, LLC913$52K0.02%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P875$51K<0.01%-48913F-HRTimelineGroup
Deseret Mutual Benefit Administrators865$50.2K0.02%+12613F-HRTimeline
Independence Bank of Kentucky850$49.3K0.01%013F-HRTimeline
Bogart Wealth, LLC806$46.7K<0.01%-1,99013F-HRTimeline
United Community Bankin group United Community Bank800$46.4K0.02%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC800$46.4K<0.01%+3113F-HRTimeline
Silvant Capital Management LLC796$46.2K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV800$46K0.02%new13F-HRTimeline
CVA Family Office, LLC787$45.7K0.01%+27213F-HRTimeline
Dynamic Wealth Strategies, LLC786$45.6K0.04%new13F-HRTimeline
WHITTIER TRUST CO762$44.2K<0.01%-3,05413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.720$41.8K0.03%013F-HRTimeline
Orion Capital Management LLC700$40.6K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department684$39.7K0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC674$39.1K0.01%+15013F-HRTimeline
10Elms LLP667$38.7K0.04%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…666$38.7K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES666$38.6K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC649$37.6K<0.01%+30313F-HR/ATimeline
Fourth Dimension Wealth, LLC641$37.2K0.02%013F-HRTimeline
Millstone Evans Group, LLC638$37K0.03%013F-HRTimeline
Riverview Trust Co630$36.5K0.04%013F-HRTimeline
Investment Research & Advisory Group, I…615$35.7K0.01%+11513F-HRTimeline
FSC Wealth Advisors, LLC613$35.5K0.02%+45513F-HRTimeline
Cypress Capital Management LLC (WY)609$35.3K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC599$34.7K<0.01%-3,00713F-HRTimeline
Bruce G. Allen Investments, LLC584$33.9K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.577$33.5K<0.01%+2513F-HRTimeline
PSI Advisors, LLC574$33.3K0.01%+25213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp572$33.2K<0.01%+16513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.575$33K0.01%+17513F-HRTimeline
Smithfield Trust Co575$33K<0.01%013F-HRTimeline
GW&K Investment Management, LLC572$33K<0.01%+11813F-HRTimeline
TOBAM563$33K0.01%-2,25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp568$33K0.01%+9313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC553$32.1K0.01%+513F-HRTimeline
Hopwood Financial Services, Inc.550$31.9K0.02%013F-HRTimeline
HOEY INVESTMENTS, INC544$31.6K0.01%013F-HRTimeline
Creative Capital Management Investments…525$30.5K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC517$30K0.01%-3,58613F-HRTimeline
Continuum Advisory, LLC514$29.8K<0.01%-513F-HRTimeline
Key Financial Inc509$29.5K0.01%013F-HRTimeline
SIERRA OCEAN, LLC480$27.8K0.02%-12813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC479$27.8K0.02%013F-HRTimeline
Rise Advisors, LLC477$27.7K0.01%+3913F-HRTimeline
Bell Investment Advisors, Inc474$27.5K0.01%+1013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST459$26.6K<0.01%+3213F-HRTimeline
Keystone Global Partners, LLC449$26.1K0.02%13F-HRTimeline
EASTERN BANK434$25.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.424$25K<0.01%+9013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital A Wealth Management, LLC413$24K0.03%-913F-HRTimeline
Financial Network Wealth Advisors LLC411$23.8K0.03%new13F-HRTimeline
Tortoise Investment Management, LLC408$23.7K<0.01%013F-HR/ATimeline
WASHINGTON TRUST Co400$23.2K<0.01%013F-HRTimeline
Community Bank, N.A.400$23.2K<0.01%+20013F-HRTimeline
Piscataqua Savings Bank400$23.2K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC400$23.2K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC387$22.4K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC390$22K<0.01%+513F-HRTimeline
ALBION FINANCIAL GROUP /UT377$21.9K<0.01%+513F-HRTimeline
MONETARY MANAGEMENT GROUP INC360$20.9K0.01%013F-HRTimeline
Saudi Central Bank344$20K0.11%new13F-HRTimeline
NewSquare Capital LLC320$18.6K<0.01%+28413F-HRTimeline
Global Financial Private Client, LLC310$18K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.302$17.5K0.01%+1813F-HRTimeline
POM Investment Strategies, LLC298$17.3K0.02%+22513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.293$17K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC284$16.5K0.01%-213F-HRTimeline
SOA Wealth Advisors, LLC.283$16.4K<0.01%-95013F-HRTimeline
Aspect Partners, LLC277$16.1K0.01%-5013F-HRTimeline
Hemington Wealth Management267$15K<0.01%-3113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC253$14.7K0.02%013F-HRTimeline
Salomon & Ludwin, LLC250$14.5K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC238$13.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC237$13.8K<0.01%+2913F-HRTimeline
Washington Trust Advisors, Inc.233$13.5K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc216$13K<0.01%+2713F-HRTimeline
Kozak & Associates, Inc.228$12.8K<0.01%+213F-HRTimeline
IAG Wealth Partners, LLC218$12.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC207$12K<0.01%013F-HRTimeline
Hoese & Co LLP200$11.6K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$11.6K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …200$11.6K0.02%-34913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$11.6K0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners190$11K<0.01%013F-HRTimelineGroup
Avion Wealth217$11K<0.01%013F-HRTimeline
Navigoe, LLC200$11K0.01%013F-HRTimeline
REAP Financial Group, LLC189$11K<0.01%+18513F-HRTimeline
Ameliora Wealth Management Ltd.188$10.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC185$10.7K<0.01%-56713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC184$10.7K<0.01%-29913F-HRTimeline
SITTNER & NELSON, LLC182$10.6K<0.01%013F-HRTimeline
Bare Financial Services, Inc181$10.5K<0.01%+813F-HRTimeline
Vermillion Wealth Management, Inc.177$10.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.173$10K<0.01%013F-HRTimeline
IFS Advisors, LLC159$9.22K0.01%013F-HRTimeline
FNY Investment Advisers, LLC170$9K0.01%-8013F-HRTimeline
North Capital, Inc.154$8.93K0.01%13F-HRTimeline
First Horizon Advisors, Inc.150$8.7K<0.01%-7913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC150$8.7K<0.01%013F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.149$8.65K0.01%new13F-HRTimeline
ORG Partners LLC3,079$8.65K<0.01%+1,23713F-HRTimeline
Compass Financial Services Inc140$8.12K<0.01%new13F-HRTimeline
Red Tortoise LLC138$8.01K<0.01%new13F-HRTimeline
Abound Wealth Management137$7.96K<0.01%-513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$7.89K<0.01%013F-HRTimeline
High Note Wealth, LLC133$7.71K<0.01%+1613F-HRTimeline
Asset Dedication, LLC131$7.6K<0.01%+2113F-HRTimeline
Iron Horse Wealth Management, LLC128$7.42K<0.01%+6813F-HRTimeline
First Pacific Financial123$7.14K<0.01%+7313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …123$7.13K<0.01%13F-HRTimelineGroup
First Command Advisory Services, Inc.122$7.08K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC111$6.44K<0.01%-113F-HRTimeline
HighMark Wealth Management LLC109$6.35K<0.01%+113F-HRTimeline
Dunhill Financial, LLC108$6.28K<0.01%-3313F-HRTimeline
New Millennium Group LLC108$6.24K<0.01%-21213F-HRTimeline
Synergy Investment Management, LLC105$6.1K<0.01%+113F-HRTimeline