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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

Filings received so far for Q3 2026: 62 13F filers report a position in O shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Sound Income Strategies, LLC368,301$20M0.89%+2,87513F-HRTimeline
Pensionfund PDNgroup of 2 filers holding200,908$10.9M-9,700Timeline
PARK NATIONAL CORP /OH/110,157$5.98M0.16%-55913F-HRTimeline
Martin Capital Partners, LLC108,050$5.87M2.1%+59413F-HRTimeline
Dupree Financial Group, LLC90,518$4.92M1.77%+2,52013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.79,397$4.31M0.25%+1,69513F-HRTimelineGroup
Adams Asset Advisors, LLC62,686$3.4M0.35%+27213F-HRTimeline
Stonebridge Financial Group, LLC58,382$3.17M0.23%+2,18713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION54,754$2.97M0.21%+2,03013F-HRTimeline
Gerald Baker Financial Group LLC51,056$2.77M0.78%+66413F-HRTimeline
Farther Finance Advisors, LLC43,734$2.37M0.02%-1,17813F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC39,379$2.14M0.42%+5,59313F-HRTimeline
Dickmeyer Boyce Financial Management, I…34,756$1.89M0.97%-55713F-HRTimeline
Castle Rock Wealth Management, LLC31,848$1.73M0.33%+2,23013F-HRTimeline
Venture Visionary Partners LLC30,826$1.67M0.04%+1,61413F-HRTimeline
Prosperity Planning, Inc.28,749$1.56M0.35%-2313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …26,169$1.42M0.09%-38013F-HRTimeline
Applied Capital LLC/FL25,392$1.38M0.92%+34213F-HRTimeline
Avidian Wealth Enterprises, LLC22,677$1.23M0.03%+94013F-HRTimeline
Investors Research Corp19,350$1.05M0.18%-39613F-HRTimeline
GAMMA Investing LLC18,245$991K0.03%-1,54213F-HRTimeline
MassMutual Private Wealth & Trust, FSB16,802$912K0.02%-57913F-HRTimeline
Miller Global Investments, LLC15,780$857K0.69%013F-HRTimeline
PFW Advisors LLC12,684$689K0.2%-2313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST11,590$629K0.06%-12313F-HRTimeline
Everhart Financial Group, Inc.10,893$591K0.04%+31513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD10,710$582K0.41%-1,32613F-HRTimeline
Tactive Advisors, LLC9,076$493K0.12%-16313F-HRTimeline
Wedmont Private Capital8,206$445K0.01%-3,73513F-HRTimeline
ANB BANK7,064$384K0.14%-12713F-HRTimeline
Monument Capital Management6,969$378K0.08%-50213F-HRTimeline
Valeo Financial Advisors, LLC6,828$371K0.01%+42513F-HRTimeline
Meadowbrook Wealth Management, LLC6,603$359K0.38%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,594$358K0.02%+4613F-HRTimeline
CX Institutional6,568$357K0.01%-28413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC5,615$305K0.18%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,597$303K0.04%-3213F-HRTimeline
FSA Investment Group, LLC5,567$302K0.1%+5213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,932$268K0.02%-14213F-HRTimelineGroup
JOURNEY RETIREMENT PLANNING & INVESTMEN…4,784$260K0.19%-1,49613F-HRTimeline
Bullock Wealth Management Group4,670$250K0.1%+10513F-HRTimeline
Legacy Wealth Asset Management, LLC3,772$205K0.04%-1,23213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,050$166K0.02%013F-HRTimeline
Coastline Trust Co2,760$150K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC2,330$127K<0.01%+66413F-HRTimeline
Grove Bank & Trust1,648$89.5K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,550$84.2K0.02%-11713F-HRTimeline
Bangor Savings Bank1,537$83.5K0.01%013F-HRTimeline
Pacifica Partners Inc.1,424$76.2K0.02%+10013F-HRTimeline
Versant Capital Management, Inc1,249$67.8K0.01%-1,30913F-HRTimeline
GK Wealth Management LLC843$45.8K0.03%new13F-HRTimeline
Planning Strategies Inc.391$21.2K0.01%-913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC351$19.1K0.01%+6713F-HRTimeline
Wealth Enhancement Trust Services, Inc.300$16.3K<0.01%-1813F-HRTimeline
FIRST COMMUNITY TRUST NA254$13.8K<0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH200$10.9K<0.01%new13F-HRTimeline
Noble Wealth Management PBC90$4.89K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC71$3.86K<0.01%+1813F-HRTimeline
Paladin Partners, LLC70$3.8K<0.01%013F-HRTimeline
Davis Capital Management16$869<0.01%-413F-HRTimeline
Trust Co6$326<0.01%013F-HRTimeline