Who holds Oticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

REALTY INCOME CORP · COM · quarter ended 2026-03-31 · 9 members disclosed O ↗

1,129

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$40.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

628

addsholders whose share count rose or who opened the position (new + add), by shares

104

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of O ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.6B	107,909,657	+2,130,385	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.0B	81,234,234	—	no prior
3	STATE STREET CORP	$3.9B	63,763,245	+203,258	add
4	VANGUARD CAPITAL MANAGEMENT LLC	$3.7B	60,123,420	—	no prior
5	GEODE CAPITAL MANAGEMENT, LLC	$1.9B	30,297,093	+1,090,897	add
6	BANK OF AMERICA CORP /DE/	$1.1B	17,332,135	−308,647	trim
7	MORGAN STANLEY	$933M	15,242,786	−3,048,508	trim
8	PARNASSUS INVESTMENTS, LLC	$865M	14,142,311	−963,959	trim
9	DIMENSIONAL FUND ADVISORS LP	$796M	13,018,219	+154,581	add
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$746M	12,188,656	+392,726	add
11	RAYMOND JAMES FINANCIAL INC	$740M	12,089,403	+114,832	add
12	NORTHERN TRUST CORP	$703M	11,485,224	−34,118	trim
13	Legal & General Group Plc	$645M	10,537,731	−161,778	trim
14	APG Asset Management US Inc.	$553M	8,937,472	+88,412	add
15	FMR LLC	$545M	8,901,717	+178,416	add
16	Invesco Ltd.	$501M	8,186,505	+92,021	add
17	DEUTSCHE BANK AG\	$422M	6,899,614	+1,900,651	add
18	Bank of New York Mellon Corp	$334M	5,451,265	−107,769	trim
19	VANGUARD FIDUCIARY TRUST CO	$317M	5,187,776	—	no prior
20	WELLS FARGO & COMPANY/MN	$313M	5,118,129	−417,296	trim
21	Amundi	$256M	4,183,310	+1,514,119	add
22	HSBC HOLDINGS PLC	$254M	4,145,348	−3,806,370	trim
23	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$242M	3,961,881	−384,870	trim
24	UBS Group AG	$242M	3,956,626	−2,017,323	trim
25	Nuveen, LLC	$223M	3,644,874	−150,585	trim
26	ROYAL BANK OF CANADA	$192M	3,138,201	−1,007,063	trim
27	Sumitomo Mitsui Trust Group, Inc.	$182M	2,968,288	−657,018	trim
28	Mitsubishi UFJ Asset Management Co., Ltd.	$179M	2,918,579	+188,547	add
29	ProShare Advisors LLC	$173M	2,831,029	+5,603	add
30	AMERICAN CENTURY COMPANIES INC	$173M	2,821,589	−608,510	trim
31	Swiss National Bank	$165M	2,699,694	+194,200	add
32	LPL Financial LLC	$150M	2,452,994	−181,534	trim
33	NOMURA ASSET MANAGEMENT CO LTD	$147M	2,396,658	+72,738	add
34	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$128M	2,094,823	−314,285	trim
35	Vanguard Global Advisers, LLC	$123M	2,012,455	—	no prior
36	ENVESTNET ASSET MANAGEMENT INC	$122M	2,000,103	−152,291	trim
37	CITIGROUP INC	$122M	1,989,860	+212,169	add
38	Aberdeen Group plc	$119M	1,952,166	−49,264	trim
39	BANK OF MONTREAL /CAN/	$119M	1,944,134	+997,324	add
40	PRINCIPAL FINANCIAL GROUP INC	$114M	1,859,975	−83,539	trim
41	D. E. Shaw & Co., Inc.	$113M	1,850,345	+1,678,865	add
42	Daiwa Securities Group Inc.	$109M	1,783,981	−1,126,815	trim
43	Asset Management One Co., Ltd.	$108M	1,770,166	−22,130	trim
44	National Pension Service	$99.0M	1,617,860	+1,617,860	new
45	VANGUARD ASSET MANAGEMENT, Ltd	$98.2M	1,605,555	—	no prior
46	ALLIANCEBERNSTEIN L.P.	$88.0M	1,561,374	−117,867	trim
47	FEDERATED HERMES, INC.	$87.2M	1,424,959	−1,147,987	trim
48	AMERIPRISE FINANCIAL INC	$86.6M	1,438,701	+224,829	add
49	SEI INVESTMENTS CO	$84.2M	1,376,636	−329,782	trim
50	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$82.8M	1,352,780	+897,371	add
51	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$81.8M	1,337,540	−213,567	trim
52	TRUIST FINANCIAL CORP	$80.0M	1,306,840	−12,715	trim
53	SCHRODER INVESTMENT MANAGEMENT GROUP	$78.8M	1,293,709	−158,950	trim
54	Cetera Investment Advisers	$78.1M	1,276,937	−2,996	trim
55	STIFEL FINANCIAL CORP	$76.8M	1,255,063	−62,035	trim
56	Adelante Capital Management LLC	$73.0M	1,193,546	−16,540	trim
57	HEITMAN REAL ESTATE SECURITIES LLC	$72.9M	1,191,070	+449,621	add
58	BAHL & GAYNOR INC	$70.0M	1,143,670	−8,122	trim
59	PRUDENTIAL FINANCIAL INC	$69.9M	1,142,112	−317,379	trim
60	BNP Paribas Asset Management Holding S.A.	$69.6M	1,137,821	+112,957	add
61	Zurcher Kantonalbank (Zurich Cantonalbank)	$69.5M	1,135,942	+1,135,942	new
62	J. Safra Sarasin Holding AG	$65.8M	1,074,854	+60,389	add
63	Vanguard Investments Australia, Ltd.	$65.3M	1,067,542	—	no prior
64	ABN AMRO INVESTMENT SOLUTIONS	$62.5M	1,021,228	−72,435	trim
65	AEW CAPITAL MANAGEMENT L P	$62.4M	1,020,314	−849,319	trim
66	CANADA PENSION PLAN INVESTMENT BOARD	$62.3M	1,018,088	−88,318	trim
67	Rockefeller Capital Management L.P.	$60.3M	985,995	+40,724	add
68	Allianz Asset Management GmbH	$57.8M	945,037	+38,930	add
69	STOREBRAND ASSET MANAGEMENT AS	$56.7M	927,509	—	no prior
70	FIRST TRUST ADVISORS LP	$53.2M	869,560	−24,149	trim
71	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$51.7M	845,743	+597,143	add
72	Susquehanna Portfolio Strategies, LLC	$51.7M	844,728	+125,906	add
73	MACQUARIE GROUP LTD	$51.6M	842,992	−44,934	trim
74	Vest Financial, LLC	$51.3M	838,067	+19,625	add
75	CAPITAL ADVISORS INC/OK	$51.1M	835,047	+154,204	add
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$47.9M	782,824	0	no change
77	AVIVA PLC	$45.5M	743,223	+22,881	add
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$44.0M	719,443	−4,141	trim
79	Retirement Systems of Alabama	$43.3M	708,357	−1,425	trim
80	Epoch Investment Partners, Inc.	$42.6M	696,020	−144,911	trim
81	NATIONAL BANK OF CANADA /FI/	$40.8M	666,195	+352,770	add
82	FRANKLIN RESOURCES INC	$40.1M	655,402	+122,259	add
83	Resona Asset Management Co.,Ltd.	$39.0M	637,435	+51,224	add
84	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$38.6M	630,652	+117,189	add
85	DANSKE BANK A/S	$36.1M	589,712	+23,701	add
86	Callodine Capital Management, LP	$34.0M	554,923	−5,160	trim
87	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.7M	550,443	−7,472	trim
88	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$32.4M	529,196	+529,196	new
89	AQR CAPITAL MANAGEMENT LLC	$32.2M	528,746	+135,415	add
90	Creative Planning	$31.9M	520,801	+132,654	add
91	STATE OF WISCONSIN INVESTMENT BOARD	$31.5M	515,138	+18,010	add
92	Apollo Management Holdings, L.P.	$31.1M	508,760	0	no change
93	WORLDQUANT MILLENNIUM ADVISORS LLC	$29.8M	487,574	−44,580	trim
94	NEW YORK STATE COMMON RETIREMENT FUND	$29.5M	482,203	+4,200	add
95	CIBC Asset Management Inc	$29.3M	479,324	−9,831	trim
96	TD ASSET MANAGEMENT INC	$29.0M	474,000	+20,234	add
97	OSAIC HOLDINGS, INC.	$28.8M	469,767	−51,815	trim
98	Mitsubishi UFJ Trust & Banking Corp	$28.5M	465,536	+4,709	add
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$28.4M	460,409	−289,240	trim
100	Chevy Chase Trust Holdings, LLC	$27.8M	453,625	−13,084	trim
101	Pictet Asset Management Holding SA	$26.7M	435,907	+23,297	add
102	COMMONWEALTH EQUITY SERVICES, LLC	$26.0M	424,305	−155,801	trim
103	HighTower Advisors, LLC	$25.9M	423,892	+20,248	add
104	WATERS PARKERSON & CO., LLC	$25.8M	421,610	−1,262	trim
105	CIBC Bancorp USA Inc.	$24.7M	404,167	—	no prior
106	ROYAL LONDON ASSET MANAGEMENT LTD	$24.7M	403,751	+13,189	add
107	TORONTO DOMINION BANK	$24.6M	401,311	−135,761	trim
108	VICTORY CAPITAL MANAGEMENT INC	$24.0M	392,779	−36,189	trim
109	PRIVATE MANAGEMENT GROUP INC	$23.5M	384,619	−76,576	trim
110	WELLINGTON MANAGEMENT GROUP LLP	$23.2M	378,969	+112,751	add
111	Mirae Asset Global Investments Co., Ltd.	$22.9M	373,594	+4,981	add
112	NISA INVESTMENT ADVISORS, LLC	$22.6M	368,932	+146,861	add
113	Sumitomo Mitsui DS Asset Management Company, Ltd	$21.6M	352,522	+6,564	add
114	Lansforsakringar Fondforvaltning AB (publ)	$21.3M	348,858	+57,263	add
115	FIL Ltd	$21.3M	347,944	+11,678	add
116	KLP KAPITALFORVALTNING AS	$21.1M	343,308	0	no change
117	Uniplan Investment Counsel, Inc.	$20.6M	337,052	+119,912	add
118	DnB Asset Management AS	$20.4M	334,258	+10,808	add
119	Squarepoint Ops LLC	$20.4M	334,061	+187,706	add
120	Swedbank AB	$20.2M	329,591	+144,648	add
121	IFM Investors Pty Ltd	$20.1M	328,956	+8,373	add
122	CITADEL ADVISORS LLC	$20.0M	327,262	−207,571	trim
123	Gotham Asset Management, LLC	$19.9M	326,015	+106,055	add
124	Quantinno Capital Management LP	$19.3M	316,048	+67,954	add
125	Focus Partners Wealth	$18.6M	304,230	+118,366	add
126	Wealthfront Advisers LLC	$18.5M	302,432	+20,955	add
127	BRADLEY FOSTER & SARGENT INC/CT	$18.5M	302,145	+12,463	add
128	NEOS Investment Management LLC	$18.3M	298,769	+77,427	add
129	MAI Capital Management	$18.2M	296,974	+12,883	add
130	Mariner, LLC	$17.9M	292,912	+163,884	add
131	State of New Jersey Common Pension Fund D	$17.8M	291,585	0	no change
132	Allworth Financial LP	$17.5M	286,352	−8,656	trim
133	Meiji Yasuda Asset Management Co Ltd.	$17.1M	279,590	−13,963	trim
134	D.A. DAVIDSON & CO.	$17.0M	277,210	+7,181	add
135	Calamos Advisors LLC	$16.9M	276,875	0	no change
136	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$16.9M	276,353	+99,300	add
137	FIRST FINANCIAL BANKSHARES INC	$16.6M	272,094	+70,153	add
138	UniSuper Management Pty Ltd	$16.6M	271,164	−702	trim
139	Metis Global Partners, LLC	$16.4M	267,263	+20,437	add
140	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.3M	266,120	+7,677	add
141	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.0M	261,771	+27,470	add
142	Tredje AP-fonden	$15.9M	259,926	+211,869	add
143	STATE OF MICHIGAN RETIREMENT SYSTEM	$15.8M	258,248	−500	trim
144	CREDIT AGRICOLE S A	$15.7M	256,685	+201,037	add
145	Korea Investment CORP	$15.5M	252,926	−329,500	trim
146	Arizona State Retirement System	$15.4M	252,075	−6,107	trim
147	Czech National Bank	$15.3M	250,532	+7,967	add
148	Steward Partners Investment Advisory, LLC	$14.6M	239,109	+20,708	add
149	Sanctuary Advisors, LLC	$14.4M	235,413	+3,714	add
150	Qube Research & Technologies Ltd	$14.2M	232,563	+232,563	new
151	BENJAMIN EDWARDS INC	$13.8M	226,266	+529	add
152	World Investment Advisors	$13.4M	219,045	−1,791	trim
153	Kestra Advisory Services, LLC	$13.2M	214,204	+17,915	add
154	ANCHOR CAPITAL ADVISORS LLC	$13.1M	213,771	+2,931	add
155	Capital Investment Advisors, LLC	$13.0M	213,104	+10,151	add
156	MACKENZIE FINANCIAL CORP	$13.0M	212,742	+47,750	add
157	Edgemoor Investment Advisors, Inc.	$12.9M	211,044	+5,652	add
158	OMERS ADMINISTRATION Corp	$12.9M	210,569	0	no change
159	TECTONIC ADVISORS LLC	$12.7M	207,171	+11,250	add
160	LGT Group Foundation	$12.5M	203,549	+3,146	add
161	Brookstone Capital Management	$12.4M	202,887	−12,641	trim
162	Ensign Peak Advisors, Inc	$12.0M	195,920	+60,127	add
163	Gilman Hill Asset Management, LLC	$11.7M	191,179	+64	add
164	USS Investment Management Ltd	$11.5M	187,856	+10,126	add
165	KCM INVESTMENT ADVISORS LLC	$11.4M	187,006	−5,952	trim
166	SEB Asset Management AB	$11.4M	186,359	—	no prior
167	VOYA INVESTMENT MANAGEMENT LLC	$11.1M	181,255	−533	trim
168	BANK OF NOVA SCOTIA	$11.1M	181,217	−6,405	trim
169	Woodline Partners LP	$11.0M	180,180	+23,331	add
170	Illinois Municipal Retirement Fund	$11.0M	180,166	−58,496	trim
171	Soltis Investment Advisors LLC	$10.9M	177,498	+11,535	add
172	MANNING & NAPIER ADVISORS LLC	$10.5M	171,540	−10,000	trim
173	XPONANCE LLC	$10.4M	170,622	+21,593	add
174	BLB&B Advisors, LLC	$10.3M	167,803	+2,054	add
175	EVERGREEN CAPITAL MANAGEMENT LLC	$10.1M	165,075	−1,578	trim
176	NewEdge Advisors, LLC	$10.0M	163,821	+163,821	new
177	TEACHER RETIREMENT SYSTEM OF TEXAS	$10.0M	163,804	−678	trim
178	MGO ONE SEVEN LLC	$10.0M	162,766	+616	add
179	CIBC WORLD MARKET INC.	$9.9M	161,793	−327,147	trim
180	GUGGENHEIM CAPITAL LLC	$9.6M	157,335	+18,249	add
181	NOVARE CAPITAL MANAGEMENT LLC	$9.6M	157,026	+1,189	add
182	Sienna Gestion	$9.6M	155,854	+155,854	new
183	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.5M	154,470	+16,277	add
184	Federation des caisses Desjardins du Quebec	$9.4M	153,869	+22,187	add
185	Geneos Wealth Management Inc.	$9.3M	152,600	+4,909	add
186	Foster Victor Wealth Advisors, LLC	$9.2M	143,819	+9,937	add
187	BECKER CAPITAL MANAGEMENT INC	$9.2M	149,551	−21,952	trim
188	Utah Retirement Systems	$9.1M	148,815	−1,210	trim
189	Cyndeo Wealth Partners, LLC	$9.1M	148,073	+141,181	add
190	Edgestream Partners, L.P.	$9.0M	147,569	+90,916	add
191	&PARTNERS	$9.0M	154,513	−1,612	trim
192	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.9M	145,998	+40,062	add
193	MERCER GLOBAL ADVISORS INC /ADV	$8.9M	144,870	+10,410	add
194	United Asset Strategies, Inc.	$8.7M	142,997	+5,993	add
195	Candriam S.C.A.	$8.7M	142,512	+74,253	add
196	MILLENNIUM MANAGEMENT LLC	$8.5M	139,599	−110,629	trim
197	Community Bank of Raymore	$8.5M	139,452	−1,377	trim
198	Cerity Partners LLC	$8.5M	139,372	+31,267	add
199	LGT Fund Management Co Ltd.	$8.5M	139,071	+135,129	add
200	New Age Alpha Advisors, LLC	$8.5M	138,649	−40,724	trim
201	Rakuten Investment Management, Inc.	$8.3M	136,524	+15,748	add
202	OLD NATIONAL BANCORP /IN/	$8.3M	135,630	+14,557	add
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.3M	134,935	+15,775	add
204	CWM, LLC	$8.1M	132,521	−5,945	trim
205	Sterling Capital Management LLC	$8.1M	132,350	−14,745	trim
206	Vanguard Personalized Indexing Management, LLC	$8.1M	131,886	+11,326	add
207	M&T BANK CORP	$8.0M	131,127	+209	add
208	CI INVESTMENTS INC.	$8.0M	131,109	−4,819	trim
209	Windle Wealth, LLC	$8.0M	130,917	+2,645	add
210	Tidal Investments LLC	$7.9M	129,447	+17,445	add
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.8M	127,752	+1,654	add
212	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.8M	126,783	−35,141	trim
213	Canal Capital Management, LLC	$7.7M	125,144	+2,733	add
214	Lido Advisors, LLC	$7.6M	124,300	+67,557	add
215	US BANCORP \DE\	$7.6M	124,181	+7,049	add
216	Swiss Life Asset Management Ltd	$7.6M	123,848	+37,932	add
217	U.S. Capital Wealth Advisors, LLC	$7.3M	119,662	+4,298	add
218	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.3M	119,043	+21,919	add
219	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.2M	118,098	−117,791	trim
220	Cresset Asset Management, LLC	$7.2M	117,519	+29,649	add
221	Corient Private Wealth LLC	$7.2M	130,383	−216,057	trim
222	Eurizon Capital SGR S.p.A.	$7.2M	117,357	−26,631	trim
223	OPPENHEIMER & CO INC	$7.2M	117,118	−1,354	trim
224	Prairiewood Capital, LLC	$7.0M	115,161	+5,102	add
225	Wealth Analytics Partners, LLC	$7.0M	113,687	+1,294	add
226	FARMERS & MERCHANTS INVESTMENTS INC	$6.9M	113,121	+5,663	add
227	MARATHON CAPITAL MANAGEMENT	$6.9M	112,349	−859	trim
228	DAVENPORT & Co LLC	$6.9M	112,081	−22,077	trim
229	TCV Trust & Wealth Management, Inc.	$6.8M	110,366	+8,126	add
230	Ethic Inc.	$6.7M	110,148	+10,632	add
231	PARK NATIONAL CORP /OH/	$6.6M	108,304	+2,011	add
232	Janus Henderson Group Ltd.	$6.6M	108,173	+7,240	add
233	SKBA CAPITAL MANAGEMENT LLC	$6.5M	106,883	−6,006	trim
234	NATIXIS	$6.5M	106,037	+106,037	new
235	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$6.4M	105,250	0	no change
236	MML INVESTORS SERVICES, LLC	$6.4M	105,224	−46,810	trim
237	Carnegie Investment Counsel	$6.4M	104,488	+5,588	add
238	Telos Capital Management, Inc.	$6.3M	103,491	−217	trim
239	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.3M	102,654	−359,687	trim
240	Pathway Financial Advisers, LLC	$6.2M	101,580	+101,580	new
241	Fideuram Asset Management (Ireland) dac	$6.1M	96,015	+86,437	add
242	Stratos Wealth Partners, LTD.	$6.1M	100,149	−11,234	trim
243	Kingsview Wealth Management, LLC	$6.0M	98,316	−8,254	trim
244	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.0M	97,841	−931	trim
245	NORDEA INVESTMENT MANAGEMENT AB	$5.9M	96,774	+5,013	add
246	Norinchukin Bank, The	$5.9M	95,934	−1,012	trim
247	Pathstone Holdings, LLC	$5.7M	93,497	+4,337	add
248	MATTERN CAPITAL MANAGEMENT, LLC	$5.6M	91,836	−47,542	trim
249	OP Asset Management Ltd	$5.6M	91,443	—	no prior
250	GSI Capital Advisors LLC	$5.6M	91,148	−340	trim
251	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.6M	91,013	+21,811	add
252	OneDigital Investment Advisors LLC	$5.6M	90,852	+2,184	add
253	EXCHANGE TRADED CONCEPTS, LLC	$5.5M	90,311	+28,808	add
254	Alpha Omega Wealth Management LLC	$5.4M	88,207	+305	add
255	LEVEL FOUR ADVISORY SERVICES, LLC	$5.4M	88,089	+3,973	add
256	Dupree Financial Group, LLC	$5.3M	85,945	−39,318	trim
257	Y-Intercept (Hong Kong) Ltd	$5.3M	85,841	+85,841	new
258	Loudon Investment Management, LLC	$5.1M	83,850	+800	add
259	XTX Topco Ltd	$5.1M	83,742	−95,890	trim
260	DIVERSIFY WEALTH MANAGEMENT, LLC	$5.1M	80,406	+28,085	add
261	Mutual Advisors, LLC	$5.1M	82,751	−14,488	trim
262	INTECH INVESTMENT MANAGEMENT LLC	$5.0M	81,344	+35,047	add
263	Signature Wealth Management Group	$4.9M	80,328	+411	add
264	LMG Wealth Partners, LLC	$4.9M	79,759	+3,449	add
265	Rafferty Asset Management, LLC	$4.9M	79,457	−30,508	trim
266	DEARBORN PARTNERS LLC	$4.6M	75,806	−3,503	trim
267	TWO SIGMA INVESTMENTS, LP	$4.6M	75,454	+27,202	add
268	QRG CAPITAL MANAGEMENT, INC.	$4.6M	74,782	+2,869	add
269	NEW ENGLAND ASSET MANAGEMENT INC	$4.5M	73,860	0	no change
270	Investment Management Corp of Ontario	$4.5M	73,501	+11,626	add
271	Kinloch Capital, LLC	$4.5M	73,025	+12,310	add
272	Core Alternative Capital	$4.5M	72,824	+354	add
273	ASSETMARK, INC	$4.4M	71,233	−13,821	trim
274	BLAIR WILLIAM & CO/IL	$4.4M	71,159	+7,787	add
275	HARRELL INVESTMENT PARTNERS, LLC	$4.3M	71,063	−5,070	trim
276	Morningstar Investment Management LLC	$4.3M	70,777	+4,717	add
277	Baugh & Associates, LLC	$4.3M	69,931	−480	trim
278	Baird Financial Group, Inc.	$4.3M	69,571	+69,571	new
279	L & S Advisors Inc	$4.2M	68,776	+68,776	new
280	COLDSTREAM CAPITAL MANAGEMENT INC	$4.2M	68,354	−19,861	trim
281	Private Advisor Group, LLC	$4.1M	67,156	−5,978	trim
282	Jain Global LLC	$4.0M	65,767	−56,260	trim
283	Quantbot Technologies LP	$4.0M	64,613	−81,537	trim
284	Naviter Wealth, LLC	$3.9M	63,583	+6,687	add
285	PRUDENTIAL PLC	$3.8M	62,657	+29,288	add
286	Clear Trail Advisors, LLC	$3.8M	62,644	+253	add
287	Dakota Wealth Management	$3.8M	61,654	−2,863	trim
288	Azimuth Capital Investment Management LLC	$3.8M	61,563	+3,700	add
289	WealthPlan Investment Management, LLC	$3.7M	60,936	−32,111	trim
290	Beacon Pointe Advisors, LLC	$3.7M	60,676	+14,405	add
291	LMR Partners LLP	$3.7M	60,553	+52,491	add
292	Sigma Planning Corp	$3.7M	60,457	−3,585	trim
293	Truvestments Capital LLC	$3.7M	59,993	−1,426	trim
294	MARCO INVESTMENT MANAGEMENT LLC	$3.7M	59,883	−1,570	trim
295	MSH Capital Advisors LLC	$3.6M	59,183	+1,114	add
296	Ashton Thomas Private Wealth, LLC	$3.5M	57,992	+57,992	new
297	Slagle Financial, LLC	$3.5M	57,983	+2,345	add
298	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$3.5M	57,778	+21,413	add
299	Presima Securities ULC	$3.5M	57,161	0	no change
300	Linscomb Wealth, Inc.	$3.5M	57,113	−7,649	trim
301	DMKC Advisory Services, LLC	$3.5M	56,741	+3,547	add
302	Gold Investment Management Ltd.	$3.4M	56,215	+943	add
303	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$3.4M	55,996	+1,264	add
304	Equitable Holdings, Inc.	$3.4M	59,407	+15,646	add
305	INDEPENDENT FINANCIAL GROUP, LLC	$3.4M	55,721	—	no prior
306	MIZUHO SECURITIES USA LLC	$3.4M	55,612	−11,370	trim
307	BFSG, LLC	$3.4M	54,967	−3,855	trim
308	RFG Advisory, LLC	$3.3M	54,675	−598	trim
309	Cohen Investment Advisors LLC	$3.3M	54,427	+611	add
310	INTACT INVESTMENT MANAGEMENT INC.	$3.3M	54,300	0	no change
311	1834 INVESTMENT ADVISORS CO	$3.3M	54,008	+14,274	add
312	Pasadena Private Wealth, LLC	$3.3M	53,858	+4,973	add
313	Stonebridge Financial Group, LLC	$3.3M	53,407	+2,203	add
314	HUTNER CAPITAL MANAGEMENT INC	$3.2M	52,954	+1,413	add
315	CAXTON ASSOCIATES LLP	$3.2M	52,930	0	no change
316	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$3.2M	52,886	−55,250	trim
317	Silver Lake Advisory, LLC	$3.2M	52,879	−1,167	trim
318	EP Wealth Advisors, LLC	$3.2M	52,729	+1,213	add
319	HIGHLAND CAPITAL MANAGEMENT, LLC	$3.2M	52,382	−80	trim
320	Clearstead Trust, LLC	$3.2M	52,262	−520	trim
321	Intrua Financial, LLC	$3.2M	51,592	−955	trim
322	SHUFRO ROSE & CO LLC	$3.2M	51,550	+50	add
323	RENAISSANCE TECHNOLOGIES LLC	$3.1M	51,444	+51,444	new
324	Savant Capital, LLC	$3.1M	51,382	−27,657	trim
325	Southland Equity Partners LLC	$3.1M	51,095	−293	trim
326	DRW Securities, LLC	$3.1M	50,123	+50,123	new
327	Perpetual Ltd	$3.0M	49,822	−595	trim
328	ONTARIO TEACHERS PENSION PLAN BOARD	$3.0M	49,603	+13,227	add
329	Crossmark Global Holdings, Inc.	$3.0M	49,601	—	no prior
330	Ameritas Investment Partners, Inc.	$3.0M	48,856	−678	trim
331	Allspring Global Investments Holdings, LLC	$3.0M	47,946	+4,175	add
332	FIFTH THIRD BANCORP	$3.0M	48,459	+1,477	add
333	Symphony Financial, Ltd. Co.	$2.9M	47,956	+5,944	add
334	Frank, Rimerman Advisors LLC	$2.9M	47,205	+4,633	add
335	DoubleLine ETF Adviser LP	$2.9M	46,991	−12,010	trim
336	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.9M	46,745	+36,961	add
337	Maryland State Retirement & Pension System	$2.9M	46,745	+1,652	add
338	Capital Investment Advisory Services, LLC	$2.8M	46,193	−4,764	trim
339	Waverly Advisors, LLC	$2.8M	45,114	+4,133	add
340	Atria Investments, Inc	$2.7M	44,700	−7,799	trim
341	HBW ADVISORY SERVICES LLC	$2.7M	44,645	−1,633	trim
342	Sowell Financial Services LLC	$2.7M	44,563	+1,055	add
343	FIRST FOUNDATION ADVISORS	$2.7M	44,222	−707	trim
344	Machina Capital S.A.S.	$2.7M	43,427	+26,991	add
345	Sequoia Financial Advisors, LLC	$2.6M	43,224	−5,034	trim
346	M3 Wealth Management, LLC	$2.6M	42,744	+42,744	new
347	EDMP, INC.	$2.6M	42,522	−1,864	trim
348	KEYBANK NATIONAL ASSOCIATION/OH	$2.6M	42,465	+1,665	add
349	Wealthcare Advisory Partners LLC	$2.6M	42,393	+10,115	add
350	Gerald Baker Financial Group LLC	$2.6M	42,216	—	no prior
351	Rodgers Brothers Inc.	$2.6M	42,200	−800	trim
352	SAGESPRING WEALTH PARTNERS, LLC	$2.6M	41,871	+3,004	add
353	OMC Financial Services LTD	$2.6M	41,732	−300	trim
354	NOMURA HOLDINGS INC	$2.5M	41,415	+1,642	add
355	Leslie Global Wealth, LLC	$2.5M	41,017	−2,893	trim
356	Brown Miller Wealth Management, LLC	$2.5M	40,924	+1,123	add
357	Merit Financial Group, LLC	$2.5M	40,635	+1,575	add
358	Kovack Advisors, Inc.	$2.5M	40,521	−380	trim
359	WealthPLAN Partners, LLC	$2.4M	39,897	−14,574	trim
360	Graham Capital Management, L.P.	$2.4M	39,517	+39,517	new
361	Measured Risk Portfolios, Inc.	$2.4M	38,768	−1,057	trim
362	Ignite Planners, LLC	$2.3M	38,040	+747	add
363	SIMPLEX TRADING, LLC	$2.3M	37,812	+37,812	new
364	MUFG Securities EMEA plc	$2.3M	37,712	0	no change
365	Goepper Burkhardt LLC	$2.3M	37,667	+911	add
366	Tower Research Capital LLC (TRC)	$2.3M	37,411	+19,456	add
367	PFG Investments, LLC	$2.3M	36,793	+1,781	add
368	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$2.2M	36,423	+7,585	add
369	ICW Investment Advisors LLC	$2.2M	36,326	+339	add
370	Gladstone Institutional Advisory LLC	$2.2M	36,031	+5,563	add
371	Element Squared LLC	$2.2M	35,763	+35,763	new
372	Mystic Asset Management, Inc.	$2.2M	35,426	+687	add
373	Summit Financial, LLC	$2.2M	35,155	+3,249	add
374	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.1M	34,737	+3,128	add
375	New Insight Wealth Advisors	$2.1M	34,556	+2,849	add
376	Orion Porfolio Solutions, LLC	$2.1M	34,453	−8,343	trim
377	ZWJ INVESTMENT COUNSEL INC	$2.1M	34,128	+1,220	add
378	GATEWAY INVESTMENT ADVISERS LLC	$2.1M	33,978	+6,300	add
379	Saudi Central Bank	$2.1M	33,955	+33,955	new
380	Dickmeyer Boyce Financial Management, Inc.	$2.1M	33,893	—	no prior
381	GeoWealth Management, LLC	$2.0M	33,416	+311	add
382	JANE STREET GROUP, LLC	$2.0M	33,182	+27,488	add
383	Concurrent Investment Advisors, LLC	$2.0M	32,923	+2,656	add
384	Essex Financial Services, Inc.	$2.0M	32,919	+1,683	add
385	JBR Co Financial Management Inc	$2.0M	35,413	0	no change
386	WealthShield Partners, LLC	$2.0M	32,318	+5,194	add
387	Abel Hall, LLC	$2.0M	32,307	+2,993	add
388	GREAT VALLEY ADVISOR GROUP, INC.	$2.0M	31,983	+1,353	add
389	Redmond Asset Management, LLC	$1.9M	31,789	+31,789	new
390	Verdence Capital Advisors LLC	$1.9M	31,778	−9,134	trim
391	Altman Advisors, Inc.	$1.9M	31,548	−90	trim
392	SIGNATUREFD, LLC	$1.9M	31,429	+416	add
393	E. Ohman J:or Asset Management AB	$1.9M	31,331	0	no change
394	Nicholson Wealth Management Group, LLC	$1.9M	31,217	+440	add
395	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	31,193	+31,193	new
396	Kesler, Norman & Wride, LLC	$1.9M	31,118	+310	add
397	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$1.9M	30,962	+495	add
398	Empowered Funds, LLC	$1.9M	30,601	+30,601	new
399	Blackhawk Capital Partners, LLC	$1.9M	30,576	−940	trim
400	Black Swift Group, LLC	$1.9M	30,320	+230	add
401	Vident Advisory, LLC	$1.8M	30,172	+7,969	add
402	Venture Visionary Partners LLC	$1.8M	29,989	−103,869	trim
403	Brevan Howard Capital Management LP	$1.8M	29,934	+25,558	add
404	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	29,924	−1	trim
405	QUADRANT CAPITAL GROUP LLC	$1.8M	29,693	−1,936	trim
406	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.8M	29,435	+42	add
407	LDR Capital Management LLC	$1.8M	29,285	0	no change
408	TMB Capital Partners, LLC	$1.8M	29,252	+563	add
409	OpenArc Corporate Advisory, LLC	$1.8M	29,216	−238	trim
410	Castle Rock Wealth Management, LLC	$1.8M	28,432	+595	add
411	ELEVATION POINT WEALTH PARTNERS, LLC	$1.7M	28,370	+16,687	add
412	Prosperity Consulting Group, LLC	$1.7M	28,404	−2,400	trim
413	HAMEL ASSOCIATES, INC.	$1.7M	28,401	+4,610	add
414	Summit Trail Advisors, LLC	$1.7M	28,376	+419	add
415	CHOREO, LLC	$1.7M	28,036	+1,338	add
416	GLENMEDE TRUST CO NA	$1.7M	28,027	+3,423	add
417	Texas Yale Capital Corp.	$1.7M	28,004	0	no change
418	Maven Securities LTD	$1.7M	27,902	+27,902	new
419	SHRIER WEALTH MANAGEMENT, LLC	$1.7M	27,838	+2,594	add
420	HB Wealth Management, LLC	$1.7M	27,413	+2,638	add
421	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.7M	27,327	−1,260	trim
422	BOCHK Asset Management Ltd	$1.7M	27,000	+27,000	new
423	Ausdal Financial Partners, Inc.	$1.6M	26,794	+1,094	add
424	North Dakota State Investment Board	$1.6M	26,525	−4,483	trim
425	Weaver C. Barksdale & Associates, Inc.	$1.6M	26,471	+1,525	add
426	Point Windward Advisors Inc.	$1.6M	25,810	+1,980	add
427	Linden Thomas Advisory Services, LLC	$1.6M	25,653	+1,032	add
428	MUFG SECURITIES AMERICAS INC.	$1.6M	25,454	+671	add
429	Applied Capital LLC/FL	$1.5M	25,006	−411	trim
430	SECURIAN ASSET MANAGEMENT, INC	$1.5M	24,914	−100	trim
431	Vise Technologies, Inc.	$1.5M	26,456	0	no change
432	Prosperity Planning, Inc.	$1.5M	24,266	0	no change
433	Callan Family Office, LLC	$1.5M	24,219	−1,650	trim
434	UMB Bank, n.a.	$1.5M	23,972	−8,086	trim
435	Moors & Cabot, Inc.	$1.5M	23,832	−1,811	trim
436	N.E.W. Advisory Services LLC	$1.5M	23,832	+3,854	add
437	KEYNOTE FINANCIAL SERVICES LLC	$1.5M	23,816	+50	add
438	IHT Wealth Management, LLC	$1.5M	23,754	−233	trim
439	Meiji Yasuda Life Insurance Co	$1.4M	23,430	+6,670	add
440	Bleakley Financial Group, LLC	$1.4M	23,276	−3,662	trim
441	FULTON BANK, N.A.	$1.4M	23,136	−10,855	trim
442	Investment Advisory Group, LLC	$1.4M	23,011	−984	trim
443	Vestmark Advisory Solutions, Inc.	$1.4M	22,910	+11,260	add
444	Abundance Wealth Counselors	$1.4M	22,560	−696	trim
445	Wealthspire Advisors, LLC	$1.4M	22,541	−64	trim
446	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	$1.4M	22,357	−323	trim
447	Csenge Advisory Group	$1.4M	22,256	+4,224	add
448	Ascentis Independent Advisors	$1.4M	22,162	+5,566	add
449	Banque Cantonale Vaudoise	$1.3M	22,017	+22,017	new
450	Snowden Capital Advisors LLC	$1.3M	21,568	−910	trim
451	Inspire Advisors, LLC	$1.3M	21,358	+3,565	add
452	MONEY CONCEPTS CAPITAL CORP	$1.3M	21,109	−770	trim
453	Dynamic Advisor Solutions LLC	$1.3M	20,978	+3,225	add
454	Convergence Financial, LLC	$1.3M	20,689	−169	trim
455	Belpointe Asset Management LLC	$1.3M	20,587	−5,007	trim
456	NAPLES GLOBAL ADVISORS, LLC	$1.3M	20,519	+187	add
457	Trust Investment Advisors	$1.3M	20,472	−2,794	trim
458	Perigon Wealth Management, LLC	$1.2M	20,309	+638	add
459	Investors Research Corp	$1.2M	20,130	−200	trim
460	HUB Investment Partners, LLC	$1.2M	19,965	+4,838	add
461	CenterBook Partners LP	$1.2M	19,955	+19,955	new
462	FOUNDERS FINANCIAL SECURITIES LLC	$1.2M	19,280	−293	trim
463	Vanderbilt University	$1.2M	19,855	−11,605	trim
464	Apollon Wealth Management, LLC	$1.2M	19,797	−7,136	trim
465	Van Hulzen Asset Management, LLC	$1.2M	19,715	+875	add
466	Envestnet Portfolio Solutions, Inc.	$1.2M	19,658	−37,196	trim
467	Ballentine Partners, LLC	$1.2M	19,630	+758	add
468	Town & Country Bank & Trust CO dba First Bankers Trust CO	$1.2M	19,355	−1,055	trim
469	INCEPTIONR LLC	$1.2M	19,194	−1,358	trim
470	AE Wealth Management LLC	$1.2M	18,838	−2,670	trim
471	Avidian Wealth Enterprises, LLC	$1.1M	18,633	+18,633	new
472	Fairtree Asset Management (Pty) Ltd	$1.1M	18,594	−1	trim
473	DAYMARK WEALTH PARTNERS, LLC	$1.1M	18,594	−661	trim
474	Global Wealth Management Investment Advisory, Inc.	$1.1M	18,451	+2,716	add
475	CHESAPEAKE CAPITAL CORP /IL/	$1.1M	18,442	0	no change
476	Nicholas Wealth, LLC.	$1.1M	18,396	+1,484	add
477	NewEdge Wealth, LLC	$1.1M	18,384	−8,065	trim
478	GROUP ONE TRADING LLC	$1.1M	18,129	+16,268	add
479	Hilltop Holdings Inc.	$1.1M	17,917	−11,245	trim
480	NWAM LLC	$1.1M	17,828	+120	add
481	LongView Wealth Management	$1.1M	16,938	−28,064	trim
482	Signal Advisors Wealth, LLC	$1.1M	17,659	+1,437	add
483	TRED AVON FAMILY WEALTH, LLC	$1.1M	17,651	+2,530	add
484	SILVER OAK SECURITIES, INCORPORATED	$1.1M	17,649	+857	add
485	NLB Skladi, upravljanje premozenja, d.o.o.	$1.1M	17,582	+4,437	add
486	Goldstone Financial Group, LLC	$1.1M	17,580	−1,891	trim
487	COMMERCE BANK	$1.1M	17,478	−2,036	trim
488	Brooklyn Investment Group	$1.1M	17,242	+7,585	add
489	San Luis Wealth Advisors LLC	$1.0M	17,038	+413	add
490	Independent Advisor Alliance	$1.0M	17,013	−2,000	trim
491	Diligent Investors, LLC	$1.0M	16,895	−630	trim
492	PATRON PARTNERS, LLC	$1.0M	16,853	+2,782	add
493	Samalin Investment Counsel, LLC	$1.0M	16,843	−1,095	trim
494	GTS SECURITIES LLC	$1.0M	16,772	+6,757	add
495	Tempus Wealth Planning, LLC	$1.0M	16,721	+10,012	add
496	Sage Investment Counsel LLC	$1.0M	16,612	+10	add
497	RDA Financial Network	$1.0M	16,566	−469	trim
498	PANAGORA ASSET MANAGEMENT INC	$1.0M	16,536	+9,043	add
499	PRINCIPAL SECURITIES, INC.	$1.0M	16,452	−14,870	trim
500	Blue Trust, Inc.	$1.0M	16,403	−436	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · O

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gary C. Peters D–MI $2K–$30K
Sellers: 1 Richard McCormick R–GA-7 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $20.7M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · REALTY INCOME CORP

Merged timeline of congressional filings and notable-manager moves on O
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-08-07	Gary C. Peters Congress	Purchase	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+106,055 sh
2026-05-15	Bridgewater Associates 13F	add	+7,138 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed O — the congressional view ↗