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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,412 managers (1,449 13F filers) reported a position in O shares at 2026-03-31, 710,499,831 shares in all. 157 filers opened a position and 92 filers sold out during the quarter.

Managers
1,412
13F filers
1,449
New
157
Added
619
Reduced
452
Sold out
92
Shares held by filers
710,499,831

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lantz Financial LLC4,365$267K0.06%-1,43613F-HRTimeline
Jacobsen Capital Management4,339$265K0.09%+513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,321$264K<0.01%+1513F-HRTimeline
Bolthouse Investments, LLC4,317$264K0.24%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,310$264K0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC4,292$263K0.15%+6213F-HRTimeline
Nabity-Jensen Investment Management Inc4,280$262K0.18%+6113F-HRTimeline
KINTRA WEALTH, LLC4,280$262K0.02%new13F-HRTimeline
Argent Trust Co4,277$262K0.01%-43213F-HRTimeline
Gibbs Wealth Management4,266$261K0.03%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,199$257K0.1%-4013F-HRTimeline
HOLDERNESS INVESTMENTS CO4,182$256K0.05%+3013F-HRTimeline
Huntleigh Advisors, Inc.4,168$255K0.04%+5713F-HRTimeline
Aspire Growth Partners LLC4,160$254K0.17%-9013F-HRTimeline
Register Financial Advisors LLC4,152$254K0.09%-3513F-HRTimeline
Oslo Pensjonsforsikring AS4,122$252K0.04%013F-HRTimeline
EVOKE WEALTH, LLC4,099$252K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,108$251K0.09%-40013F-HRTimeline
Pointe Capital Management LLC4,094$250K0.12%013F-HRTimeline
Charter Oak Capital Management, LLC4,080$250K0.02%013F-HRTimeline
Polymer Capital Management (US) LLC4,073$249K0.04%new13F-HRTimeline
SFMG, LLC4,066$249K0.02%+7813F-HRTimeline
IEQ CAPITAL, LLC4,058$248K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA4,052$248K<0.01%+51213F-HRTimelineGroup
Somerset Trust Co4,052$248K0.08%+113F-HRTimeline
Evergreen Wealth Partners LLC4,044$247K0.19%-8913F-HRTimeline
CPWA, LLC3,962$247K0.3%13F-HRTimeline
Cetera Trust Company, N.A4,035$247K0.14%-17513F-HRTimeline
Park Place Capital Corp4,016$246K0.05%-2,16113F-HRTimeline
Nilsine Partners, LLC3,891$244K0.02%+30613F-HRTimeline
Crestwood Advisors Group, LLC3,974$243K<0.01%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,972$243K0.12%+25513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC3,971$243K0.01%+12913F-HRTimeline
Phillips Wealth Planners LLC3,891$243K0.18%-1,52513F-HRTimeline
Northstar Advisory Group, LLC3,960$242K0.09%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,930$240K0.12%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,918$240K0.01%-11,10113F-HRTimeline
Campion Asset Management3,915$240K0.16%+5213F-HRTimeline
Integrity Advisory Solutions, LLC3,912$239K0.03%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.3,871$237K0.04%013F-HRTimeline
Sandbox Financial Partners, LLC3,846$235K0.07%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,842$235K<0.01%new13F-HRTimelineGroup
TRUST POINT INC.3,841$235K0.02%-11613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC3,804$233K0.15%+313F-HRTimeline
Quotient Wealth Partners, LLC3,803$233K0.01%new13F-HRTimeline
WBH ADVISORY INC3,741$231K0.02%new13F-HRTimeline
Portfolio Design Labs, LLC3,782$231K0.04%new13F-HRTimeline
Bedminster, LLC3,750$229K0.21%013F-HRTimeline
Auxano Advisors, LLC3,735$229K0.05%new13F-HRTimeline
PFG Advisors3,731$228K0.01%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,728$228K0.01%new13F-HRTimeline
West Family Investments, Inc.3,727$228K0.08%new13F-HRTimeline
Capital Management Associates, Inc3,705$227K0.05%new13F-HRTimeline
BAM Wealth Management, LLC3,702$226K0.17%new13F-HRTimeline
Monument Capital Management3,684$225K0.06%+713F-HRTimeline
Heartland Bank & Trust Co3,675$225K0.05%+12513F-HRTimeline
Keel Point, LLC3,664$224K0.02%new13F-HRTimeline
IRON Financial LLC3,661$224K0.1%new13F-HRTimeline
INVESTED ADVISORS3,626$222K0.22%-213F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,620$221K0.06%-92713F-HRTimeline
Lynch Investment Planning, LLC3,598$221K0.2%-37313F-HRTimeline
Mandatum Life Insurance Co Ltd3,603$220K0.05%013F-HRTimeline
CONNORS INVESTOR SERVICES INC3,595$220K0.02%013F-HRTimeline
Diversified Enterprises, LLC3,594$220K0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC3,591$220K0.01%new13F-HRTimeline
SYON CAPITAL LLC3,586$219K0.01%-5813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,581$219K0.02%-91813F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC3,554$217K0.3%new13F-HRTimeline
ProVise Management Group, LLC3,545$217K0.02%-4313F-HRTimeline
RM Financial Services, LLC3,508$215K0.19%-22613F-HRTimeline
SRH ADVISORS, LLC3,500$214K0.06%013F-HRTimeline
Trek Financial, LLC3,499$214K0.01%new13F-HRTimeline
E Fund Management Co., Ltd.3,496$214K0.01%13F-HRTimeline
NorthCrest Asset Manangement, LLC3,406$212K0.01%-3,57613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,455$211K0.02%new13F-HRTimeline
Ares Financial Consulting, LLC3,416$211K0.17%+31713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,448$211K0.03%+1,01713F-HRTimeline
Silver Lake Group, L.L.C.in group Silver Lake Group, L.L.C.3,450$210K0.01%new13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC3,434$210K<0.01%-36513F-HRTimelineGroup
MASTERINVEST Kapitalanlage GmbH3,434$210K0.02%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,416$209K0.01%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,412$209K0.01%new13F-HRTimeline
WESBANCO BANK INC3,402$208K0.01%new13F-HRTimeline
Orion Capital Management LLC3,400$208K0.07%-1,30013F-HRTimeline
HM PAYSON & CO3,397$208K<0.01%+6413F-HRTimeline
TRB Wealth Management, LLC3,379$208K0.03%13F-HRTimeline
Future Financial Wealth Managment LLC3,200$205K0.13%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC3,336$204K0.06%new13F-HRTimeline
SkyView Investment Advisors, LLC3,331$204K0.03%-2,68913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,324$203K0.07%new13F-HRTimelineGroup
Modera Wealth Management, LLC3,311$203K<0.01%-98513F-HRTimeline
Curi Capital, LLC3,299$202K<0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC3,312$202K0.05%new13F-HRTimeline
CTC Alternative Strategies, Ltd.3,300$202K0.46%new13F-HRTimeline
Eurizon SLJ Capital Ltd3,198$196K0.09%+74213F-HRTimeline
Arax Advisory Partners3,117$191K0.01%-5,53013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,102$190K0.02%013F-HRTimeline
City State Bank3,054$187K0.05%-20013F-HRTimeline
High Point Wealth Management, LLC2,913$178K0.17%-26413F-HRTimeline
Aster Capital Management (DIFC) Ltd2,996$174K0.06%-13,59713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,840$174K<0.01%-4113F-HRTimelineGroup
Coastline Trust Co2,760$169K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cromwell Holdings LLC2,736$168K0.09%+2913F-HRTimeline
Tidemark, LLC2,704$165K0.04%+1013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,608$160K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,580$158K0.01%013F-HRTimeline
CYBER HORNET ETFs LLC2,529$156K0.1%+11213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,558$156K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust2,539$155K0.01%+2713F-HRTimeline
MOTCO2,487$152K0.01%+11913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,465$151K0.07%-4713F-HRTimeline
Strategic Wealth Partners, Ltd.2,448$150K0.01%-513F-HRTimeline
MCF Advisors LLC2,412$148K0.01%+56913F-HRTimeline
AMERIFLEX GROUP, INC.2,374$145K0.07%-6013F-HRTimeline
Triumph Capital Management2,361$145K0.03%-33313F-HRTimeline
Medallion Wealth Advisors, LLC2,255$138K0.05%+5513F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,201$135K0.04%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT2,190$134K0.08%new13F-HRTimeline
CoreCap Advisors, LLC2,164$132K<0.01%-27813F-HRTimeline
Cornerstone Financial Management LLC2,141$131K0.12%-913F-HR/ATimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,017$123K<0.01%-12513F-HRTimelineGroup
Financial Perspectives, Inc2,011$123K0.03%013F-HRTimeline
Strategic Wealth Advisors LLC2,025$123K0.1%013F-HRTimeline
Hoese & Co LLP2,000$122K0.09%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.2,000$122K0.03%013F-HRTimelineGroup
Costello Asset Management, INC1,967$120K0.04%+1,31413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,946$119K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co1,933$118K0.04%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,869$114K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,843$113K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators1,834$112K0.04%+83413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,778$109K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,729$106K<0.01%new13F-HRTimeline
Quent Capital, LLC1,726$106K0.01%+6513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,707$104K<0.01%+30113F-HRTimelineGroup
Caldwell Trust Co1,688$103K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,659$102K0.01%-15213F-HRTimeline
Grove Bank & Trust1,648$101K0.01%+2513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,610$98.5K<0.01%new13F-HR/ATimeline
ESL Trust Services, LLC1,600$97.9K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,597$97.7K0.02%-38013F-HRTimeline
WOLFF WIESE MAGANA LLC1,571$96.1K0.05%+29713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,555$95.2K0.03%+1913F-HRTimeline
Bangor Savings Bank1,537$94K0.01%013F-HRTimeline
TSFG, LLC1,535$94K0.01%013F-HRTimeline
Pacifica Partners Inc.1,424$87.1K0.03%-12,17413F-HRTimeline
BAYBAN1,422$87K0.08%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,359$86.6K<0.01%-82713F-HRTimeline
HighMark Wealth Management LLC1,359$83.2K0.03%-38813F-HRTimeline
Smithfield Trust Co1,351$82K<0.01%+88113F-HRTimeline
Fairway Wealth LLC1,334$81.6K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC1,304$79.8K0.02%+2513F-HRTimeline
Rosenberg Matthew Hamilton1,261$77.1K0.02%-6813F-HRTimeline
Trust Co1,226$75K0.01%-1,19713F-HRTimeline
Front Row Advisors LLC1,210$74.4K0.03%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,205$73.7K0.07%+113F-HRTimeline
Pinnacle Bancorp, Inc.1,200$73.4K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,198$73.3K0.01%-37313F-HRTimeline
Versant Capital Management, Inc1,145$70.1K0.01%-1,25113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,150$70K0.02%013F-HRTimeline
Winthrop Capital Management, LLC1,142$70K0.02%013F-HRTimeline
Crews Bank & Trust1,140$69.7K0.01%+12913F-HRTimeline
Rossby Financial, LCC1,119$69.2K0.01%+30013F-HRTimeline
TOBAM1,128$69K0.02%013F-HRTimeline
Scarborough Advisors, LLC1,127$68.9K0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1,117$68.3K0.04%-2,21113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,113$68.1K0.04%+1,01913F-HRTimeline
Founders Capital Management1,100$67.3K0.03%-15013F-HRTimeline
Bank of New Hampshire1,100$67.3K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC1,088$67K0.01%+2613F-HRTimeline
Heritage Wealth Advisors1,083$66.3K<0.01%013F-HRTimeline
CoreFirst Bank & Trust1,080$66.1K0.04%013F-HRTimeline
Bogart Wealth, LLC1,044$63.8K<0.01%+12113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,042$63.8K0.03%+313F-HRTimeline
JNBA Financial Advisors1,042$63.8K0.01%013F-HRTimeline
Wall Street Financial Group, Inc.1,020$62.4K0.04%new13F-HRTimeline
WHITTIER TRUST CO989$61.1K<0.01%+22713F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,003$61K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC984$60.2K0.01%+613F-HRTimeline
Activest Wealth Management970$59.3K0.01%+2513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/966$59.1K0.02%013F-HRTimelineGroup
TFC Financial Management, Inc.951$58.2K0.01%+90013F-HRTimeline
Wiser Advisor Group LLC947$57.9K0.07%+1213F-HRTimeline
Vision Retirement, LLC933$57.1K0.02%+413F-HRTimeline
Strengthening Families & Communities, L…933$57.1K0.01%new13F-HRTimeline
McIlrath & Eck, LLC912$55.8K<0.01%013F-HRTimeline
PlanVest Financial, Inc899$55K0.04%13F-HRTimeline
Covestor Ltd900$55K0.04%-40713F-HRTimeline
Caitong International Asset Management …885$54.1K0.01%+88113F-HRTimeline
Basecamp Wealth Advisors LLC884$54.1K0.01%013F-HRTimeline
Salomon & Ludwin, LLC856$53.3K<0.01%+39913F-HRTimeline
IFG Advisory, LLC868$53.1K0.15%-26,73213F-HRTimeline
Independence Bank of Kentucky850$52K0.01%-3813F-HRTimeline
Plante Moran Financial Advisors, LLC843$51.6K<0.01%+4313F-HRTimeline
Physician Wealth Advisors, Inc.827$50.6K0.01%+6313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp814$49.8K<0.01%-2813F-HRTimelineGroup
Silvant Capital Management LLC796$48.7K<0.01%013F-HRTimeline
Missouri Trust & Investment Co793$48.5K0.01%013F-HRTimeline
Private Wealth Management Group, LLC770$47.1K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC766$46.9K0.02%013F-HRTimeline