DIMENSIONAL FUND ADVISORS LP

Position in O — Realty Income Corp

CIK 354204 AUSTIN, TX

Back to O Full portfolio

Position in O

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$835,200,102

+$38,745,466 QoQ

Shares Held

13,479,666

+3.5% QoQ

Ownership

1.42%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

of 1,452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 7% None 1%

Common Shares in O Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,639,941,684 across 25 REIT - Retail names. O ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	4,552,481	$1,018,162,373
2	O	Realty Income Corp This page	13,479,666	$835,200,102
3	KIM	Kimco Realty Corp	10,581,679	$268,245,560
4	REG	Regency Centers Corp	2,680,213	$213,720,182
5	FRT	Federal Realty Investment Trust	1,285,647	$158,700,263
6	BRX	Brixmor Property Group Inc.	4,775,514	$150,571,954
7	ADC	Agree Realty Corp	1,794,541	$135,918,533
8	NNN	Nnn REIT, Inc.	2,818,943	$131,165,416

All Filings in O

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,200,102	13,479,666	+3.5%	Shares	Sole	2026-08-11
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	$378,029,605	5,828,397	+1.6%	Shares	Defined	2021-11-12
2021-06-30	$382,958,272	5,738,066	-0.9%	Shares	Defined	2021-08-12
2021-03-31	$367,503,727	5,787,461	+3.7%	Shares	Defined	2021-05-14
2020-12-31	$346,875,870	5,579,478	+1.7%	Shares	Defined	2021-03-08
2020-09-30	$333,307,423	5,486,540	+7.6%	Shares	Defined	2020-11-12
2020-06-30	$303,344,481	5,098,230	+2.0%	Shares	Defined	2020-08-13
2020-03-31	$249,265,038	4,999,294	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.