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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
Sanctuary Wealth Management, L.L.C.55$2.94K<0.01%+3613F-HRTimeline
Quest 10 Wealth Builders, Inc.54$2.88K<0.01%13F-HRTimeline
Pinnacle Financial Partners Inc45$2.85K<0.01%013F-HRTimeline
Sachetta, LLC53$2.83K<0.01%-14213F-HRTimeline
Financial Management Professionals, Inc.52$2.76K<0.01%+1213F-HRTimeline
Clark Wealth Partners51$2.74K<0.01%13F-HRTimeline
Robinswood Financial LLC50$2.71K<0.01%013F-HRTimeline
First Pacific Financial50$2.67K<0.01%-26013F-HRTimeline
Tradewinds Capital Management, LLC47$2.51K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.38$2.05K<0.01%+113F-HRTimeline
Mountain Hill Investment Partners Corp.37$2K<0.01%13F-HRTimeline
NewSquare Capital LLC36$1.92K<0.01%new13F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP30$1.63K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.30$1.6K<0.01%-39613F-HRTimeline
Eagle Bay Advisors LLC28$1.5K<0.01%-1613F-HRTimeline
Cassady Schiller Wealth Management, LLC27$1.44K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC25$1.34K<0.01%-313F-HRTimeline
WealthTrak Capital Management LLC25$1.34K<0.01%13F-HRTimeline
Caitlin John, LLC23$1.25K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC22$1.23K<0.01%-213F-HRTimeline
Pacific Center for Financial Services23$1.23K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC23$1.23K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.21$1.12K<0.01%-10013F-HRTimeline
Caitong International Asset Management …21$1.12K<0.01%13F-HR/ATimeline
Crewe Advisors LLC20$1.08K<0.01%-12813F-HRTimeline
DHJJ Financial Advisors, Ltd.18$962<0.01%013F-HRTimeline
True Wealth Design, LLC14$749<0.01%new13F-HRTimeline
American Capital Advisory, LLC14$748<0.01%013F-HRTimeline
Clarity Asset Management, Inc.13$694<0.01%013F-HRTimeline
WINNACLE WEALTH LLC11$582<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.0$534<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
LANARK FINANCIAL, INC.8$4630.04%-9,87313F-HRTimeline
RE Dickinson Investment Advisors, LLC859$4590.03%-16713F-HR/ATimeline
YANKCOM Partnership8$427<0.01%13F-HRTimeline
Leonteq Securities AG6$320<0.01%013F-HRTimeline
REAP Financial Group, LLC4$214<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1$54<0.01%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1$53<0.01%-14,67013F-HRTimelineGroup
Retirement Wealth Solutions LLC0$16<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Putney Financial Group LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC576,988$10.8Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.