DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

O — Realty Income Corp

Top Portfolio Positions

3,159 positions · $475,530,451,270 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.47%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.13%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.71%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.25%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.17%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.11%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.01%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.83%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in O

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$796,454,636	13,018,219	+1.2%	Shares	Sole	2026-05-07
2025-12-31	$725,123,271	12,863,638	+1.5%	Shares	Sole	2026-02-12
2025-09-30	$770,280,483	12,671,171	+3.5%	Shares	Sole	2025-11-12
2025-06-30	$705,006,349	12,237,569	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$702,417,622	12,108,561	+3.9%	Shares	Sole	2025-05-13
2024-12-31	$622,613,933	11,657,254	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$743,827,619	11,728,597	+0.4%	Shares	Sole	2024-11-07
2024-06-30	$617,048,785	11,682,105	+3.7%	Shares	Sole	2024-08-09
2024-03-31	$609,611,782	11,268,240	+18.1%	Shares	Sole	2024-05-10
2023-12-31	$547,910,826	9,542,160	+2.4%	Shares	Sole	2024-02-07
2023-09-30	$465,168,074	9,314,539	+3.6%	Shares	Sole	2023-11-09
2023-06-30	$537,403,997	8,988,192	+3.3%	Shares	Sole	2023-08-09
2023-03-31	$551,186,667	8,704,780	+5.6%	Shares	Sole	2023-05-12
2022-12-31	$523,103,464	8,246,941	+0.3%	Shares	Sole	2023-02-09
2022-09-30	$478,448,579	8,220,766	-4.4%	Shares	Sole	2022-11-10
2022-06-30	$587,171,221	8,601,981	+1.2%	Shares	Sole	2022-08-12
2022-03-31	$588,780,700	8,496,114	+4.3%	Shares	Defined	2022-05-13
2021-12-31	$582,908,903	8,142,323	+39.7%	Shares	Defined	2022-02-09
2021-09-30	$366,307,757	5,828,397	+1.6%	Shares	Defined	2021-11-12
2021-06-30	$371,083,597	5,738,066	-0.9%	Shares	Defined	2021-08-12
2021-03-31	$356,108,262	5,787,461	+3.7%	Shares	Defined	2021-05-14
2020-12-31	$336,120,029	5,579,478	+1.7%	Shares	Defined	2021-03-08
2020-09-30	$322,972,309	5,486,540	+7.6%	Shares	Defined	2020-11-12
2020-06-30	$293,938,450	5,098,230	+2.0%	Shares	Defined	2020-08-13
2020-03-31	$241,535,890	4,999,294	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.