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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
Whipplewood Advisors, LLC3,470$200K0.11%-1,73813F-HRTimeline
ORG Partners LLC3,441$199K0.04%+36213F-HRTimeline
Caldwell Trust Co3,457$199K0.02%+1,00013F-HRTimeline
NFSG Corp3,271$188K0.03%+72113F-HRTimeline
CoreCap Advisors, LLC3,153$182K0.01%-28213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,104$179K0.01%+57413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,100$179K0.02%013F-HRTimeline
SRH ADVISORS, LLC3,100$179K0.05%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,077$177K0.06%+52613F-HRTimeline
Cromwell Holdings LLC3,050$176K0.11%+44313F-HRTimeline
HM PAYSON & CO3,016$174K<0.01%+77713F-HRTimeline
Ridgewood Investments LLC2,963$171K0.07%013F-HRTimeline
Smartleaf Asset Management LLC2,903$166K0.01%-52513F-HRTimeline
Caitong International Asset Management …2,860$165K0.12%+2,84113F-HRTimeline
Coastline Trust Co2,760$159K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT SECURITIES GROUP LLC2,708$156K0.06%new13F-HRTimeline
Plato Investment Management Ltd2,704$155K0.01%013F-HRTimeline
Tidemark, LLC2,688$155K0.05%-17913F-HRTimeline
MUFG Securities EMEA plc2,669$154K0.01%new13F-HR/ATimeline
MONTAG A & ASSOCIATES INC2,580$149K0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,491$144K0.02%+6213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,448$141K0.07%+1513F-HRTimeline
MOTCO2,476$139K0.01%+20313F-HRTimeline
Clearstead Trust, LLC2,404$138K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,257$130K<0.01%-3,85913F-HRTimelineGroup
Wood Tarver Financial Group, LLC2,233$128K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,218$128K0.01%+27213F-HRTimeline
CYBER HORNET ETFs LLC2,179$126K0.09%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,085$120K0.05%+1613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,048$118K0.04%+2813F-HRTimeline
CENTRAL TRUST Co2,045$118K<0.01%+50013F-HRTimeline
Financial Perspectives, Inc2,011$116K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,978$114K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co1,933$111K0.04%013F-HRTimeline
Covestor Ltd1,868$108K0.06%-65513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,833$106K0.01%+17713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,800$104K0.05%013F-HRTimeline
Grove Bank & Trust1,798$104K0.01%+313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,778$102K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.1,725$99.7K<0.01%-1,78413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,721$99.1K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,711$98.6K<0.01%-14013F-HR/ATimeline
Strategic Wealth Partners, Ltd.1,700$97.9K0.01%13F-HRTimeline
Versant Capital Management, Inc1,676$96.6K0.01%+5813F-HRTimeline
Anchor Investment Management, LLC1,676$96.5K0.01%+313F-HRTimeline
TSFG, LLC1,661$96K0.02%-67013F-HRTimeline
Rosenberg Matthew Hamilton1,654$95.3K0.02%+32513F-HRTimeline
Wealth Preservation Advisors, LLC1,640$94.5K0.06%-47013F-HRTimeline
ESL Trust Services, LLC1,600$92.2K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,579$91K<0.01%-27513F-HRTimelineGroup
City State Bank1,550$89.3K0.03%013F-HRTimeline
Bangor Savings Bank1,537$88.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,527$88K<0.01%-47913F-HRTimeline
Main Street Group, LTD1,509$86.9K0.03%-72213F-HRTimeline
Pinnacle Bancorp, Inc.1,500$86.4K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,480$85.3K0.01%+16313F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,480$85.2K<0.01%-10,17713F-HRTimelineGroup
Manchester Capital Management LLC1,468$84.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC1,425$82.1K0.01%+1013F-HRTimeline
Arax Advisory Partners1,091$77.5K<0.01%+14413F-HRTimeline
Front Row Advisors LLC1,310$75.5K0.03%013F-HRTimeline
Essential Partners LLC1,290$74.3K0.03%13F-HRTimeline
WOLFF WIESE MAGANA LLC1,283$73.9K0.05%+30513F-HRTimeline
Bogart Wealth, LLC1,269$73.1K<0.01%+46313F-HRTimeline
Founders Capital Management1,250$72K0.04%013F-HRTimeline
McIlrath & Eck, LLC1,239$71.4K0.01%013F-HRTimeline
JNBA Financial Advisors1,237$71.3K0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,207$69.6K0.02%+6813F-HRTimeline
VISION FINANCIAL MARKETS LLC1,201$69.2K0.07%-10,29913F-HRTimeline
Trust Co1,197$69K0.01%013F-HRTimeline
Transce3nd, LLC1,167$67.2K0.03%+12013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,129$65.1K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC1,128$65K0.02%+2913F-HRTimeline
Bank of New Hampshire1,100$63.4K0.02%013F-HRTimeline
Heritage Wealth Advisors1,083$62.4K<0.01%013F-HRTimeline
CoreFirst Bank & Trust1,080$62.2K0.04%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,071$61.7K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,062$61K0.01%-3013F-HRTimeline
Semmax Financial Advisors Inc.1,038$59.9K0.02%+513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,022$58.9K<0.01%+45013F-HRTimelineGroup
Crews Bank & Trust1,011$58.2K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,000$57.6K0.04%013F-HRTimeline
HighMark Wealth Management LLC982$56.6K0.03%+87313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/966$55.7K0.02%013F-HR/ATimelineGroup
CVA Family Office, LLC963$55.5K0.01%+17613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP942$54.6K0.02%13F-HRTimeline
Quarry LP943$54.3K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC935$53.9K0.03%+213F-HRTimeline
Activest Wealth Management918$52.9K0.01%-8713F-HRTimeline
Nemes Rush Group LLC914$52.7K0.01%+1213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.904$52K<0.01%+48013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Frazier Financial Advisors, LLC888$51.2K0.04%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners878$50.6K0.01%+68813F-HRTimelineGroup
Deseret Mutual Benefit Administrators865$49.8K0.02%013F-HRTimeline
Independence Bank of Kentucky850$49K0.01%013F-HRTimeline
Kiker Wealth Management, LLC844$48.6K0.03%-80513F-HRTimeline
TOBAM828$48K0.02%+26513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plante Moran Financial Advisors, LLC808$46.5K<0.01%+813F-HRTimeline
United Community Bankin group United Community Bank800$46.1K0.02%013F-HRTimelineGroup
Silvant Capital Management LLC796$45.9K<0.01%013F-HRTimeline
Missouri Trust & Investment Co794$45.8K0.01%-28813F-HRTimeline
Private Wealth Asset Management, LLC784$45.1K0.01%-2,44313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC791$45K<0.01%-2,60713F-HRTimelineGroup
WHITTIER TRUST CO762$43.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC757$43.6K<0.01%+57213F-HRTimelineGroup
Rossby Financial, LCC755$43.5K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC753$43.4K0.01%new13F-HRTimeline
Fortitude Family Office, LLC751$43.3K0.01%-1,18513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.720$41.5K0.03%013F-HRTimeline
Orion Capital Management LLC700$40.3K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC693$39.9K0.02%+54313F-HRTimeline
Private Wealth Management Group, LLC692$39.9K0.01%+1813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department684$39.4K0.01%013F-HRTimelineGroup
Quantbot Technologies LP672$38.7K<0.01%-65513F-HRTimeline
10Elms LLP667$38.4K0.04%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…666$38.4K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES666$38.4K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC641$36.9K0.02%013F-HRTimeline
Millstone Evans Group, LLC638$36.8K0.03%013F-HRTimeline
Hilltop National Bank631$36.4K0.01%13F-HRTimeline
Cypress Capital Management LLC (WY)609$35.1K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.608$35K<0.01%+3113F-HRTimeline
Physician Wealth Advisors, Inc.607$35K0.01%-36913F-HRTimeline
JFS WEALTH ADVISORS, LLC593$34.2K<0.01%-613F-HRTimeline
GW&K Investment Management, LLC594$34K<0.01%+2213F-HRTimeline
Bruce G. Allen Investments, LLC584$33.6K0.03%013F-HRTimeline
Archer Investment Corp575$33.1K0.01%+713F-HRTimeline
HAZLETT, BURT & WATSON, INC.575$33K0.01%013F-HRTimeline
Smithfield Trust Co575$33K<0.01%013F-HRTimeline
COUNTRY TRUST BANK562$32.4K<0.01%+50013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC558$32.1K0.01%+513F-HRTimeline
Hopwood Financial Services, Inc.550$31.7K0.02%013F-HRTimeline
HOEY INVESTMENTS, INC544$31.3K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC539$31.1K0.01%new13F-HRTimeline
Creative Capital Management Investments…525$30.2K0.01%013F-HRTimeline
Avion Wealth526$30K0.01%+30913F-HR/ATimeline
Key Financial Inc509$29.3K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…502$28.9K0.01%-11313F-HRTimeline
Rise Advisors, LLC483$27.8K0.01%+613F-HRTimeline
Bell Investment Advisors, Inc483$27.8K<0.01%+913F-HRTimeline
Aventura Private Wealth, LLC480$27.7K0.01%-73513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC479$27.6K0.01%013F-HRTimeline
SIERRA OCEAN, LLC461$26.6K0.02%-1913F-HRTimeline
Keystone Global Partners, LLC449$25.9K0.01%013F-HRTimeline
Tortoise Investment Management, LLC443$25.5K<0.01%+3513F-HRTimeline
CBIZ Investment Advisory Services, LLC440$25.3K<0.01%-20913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV447$25K0.01%-35313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC446$25K<0.01%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA430$24.8K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC411$23.7K0.03%013F-HRTimeline
NewSquare Capital LLC410$23.6K<0.01%+9013F-HRTimeline
Community Bank, N.A.400$23K<0.01%013F-HRTimeline
Piscataqua Savings Bank400$23K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC400$23K<0.01%013F-HRTimelineGroup
Innovative Advisory Group, LLC400$23K0.02%new13F-HRTimeline
Dynamic Wealth Strategies, LLC397$22.9K0.02%-38913F-HRTimeline
Opal Wealth Advisors, LLC396$22.8K0.01%+913F-HRTimeline
Quest 10 Wealth Builders, Inc.395$22.8K0.02%+33513F-HRTimeline
TruNorth Capital Management, LLC391$22.5K0.01%-80413F-HRTimeline
ALBION FINANCIAL GROUP /UT383$22.1K<0.01%+613F-HRTimeline
VALLEY NATIONAL ADVISERS INC391$22K<0.01%+113F-HRTimeline
MONETARY MANAGEMENT GROUP INC360$20.7K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC328$18.9K0.01%+4413F-HRTimeline
AMERIFLEX GROUP, INC.313$17.9K0.01%-1,88213F-HRTimeline
BARRETT & COMPANY, INC.302$17.4K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.296$17K0.01%+313F-HRTimeline
SOA Wealth Advisors, LLC.274$15.8K<0.01%-913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC260$15K<0.01%+2313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC253$14.6K0.02%013F-HRTimeline
Salomon & Ludwin, LLC250$14.4K<0.01%013F-HRTimeline
MTM Investment Management, LLC246$14.2K<0.01%new13F-HRTimeline
Hemington Wealth Management254$14K<0.01%-1313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC238$13.7K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.233$13.4K<0.01%013F-HRTimeline
Kozak & Associates, Inc.231$13.1K<0.01%+313F-HRTimeline
IAG Wealth Partners, LLC218$12.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC207$11.9K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$11.5K<0.01%013F-HRTimeline
Bare Financial Services, Inc200$11.5K<0.01%+1913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …200$11.5K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC200$11.5K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$11.5K0.01%013F-HRTimelineGroup
Roxbury Financial LLC200$11.5K0.01%-88113F-HRTimeline
Navigoe, LLC200$11K0.01%013F-HRTimeline
Roble, Belko & Company, Inc199$11K<0.01%-1713F-HRTimeline
REAP Financial Group, LLC189$10.9K<0.01%013F-HRTimeline
Howard Hughes Medical Institute189$10.9K<0.01%new13F-HRTimeline
Ameliora Wealth Management Ltd.188$10.8K<0.01%013F-HRTimeline
Crewe Advisors LLC186$10.7K<0.01%+10213F-HRTimeline
GPS Wealth Strategies Group, LLC184$10.6K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC182$10.5K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC178$10.2K<0.01%+16913F-HRTimeline
Vermillion Wealth Management, Inc.177$10.2K<0.01%013F-HRTimeline
IFS Advisors, LLC159$9.16K0.01%013F-HRTimeline
North Capital, Inc.154$8.87K0.01%013F-HRTimeline
New England Capital Financial Advisors …146$8.41K<0.01%new13F-HRTimeline
Compass Financial Services Inc140$8.06K<0.01%013F-HRTimeline
Red Tortoise LLC138$7.95K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC136$7.83K<0.01%013F-HRTimeline
PFS Partners, LLC135$7.78K<0.01%new13F-HRTimeline