Realty Income Corporation
MX ˙ BMV ˙ US7561091049
SecurityMX:O / Realty Income Corporation
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership8,222 shares
Latest Disclosed Value $ 503,025
Visionary Wealth Advisors reports 19.06% increase in ownership of O / Realty Income Corporation

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 8,222 shares of Realty Income Corporation (MX:O) valued at $503,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,906 shares of Realty Income Corporation. This represents a change in shares of 19.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F REALTY INCOME COM 756109104 8,222 1,316 19.06 503 29.31 0.0223
2026-02-13 2025-12-31 13F REALTY INCOME COM 756109104 6,906 512 8.01 389 0.26 0.0175
2025-11-13 2025-09-30 13F REALTY INCOME COM 756109104 6,394 860 15.54 389 22.01 0.0181
2025-08-14 2025-06-30 13F REALTY INCOME COM 756109104 5,534 465 9.17 319 8.16 0.0163
2025-05-14 2025-03-31 13F REALTY INCOME COM 756109104 5,069 -7 -0.14 294 8.49 0.0177
2025-02-14 2024-12-31 13F REALTY INCOME COM 756109104 5,076 -50 -0.98 271 -16.62 0.0159
2024-11-12 2024-09-30 13F REALTY INCOME COM 756109104 5,126 63 1.24 325 21.72 0.0198
2024-08-13 2024-06-30 13F REALTY INCOME COM 756109104 5,063 -879 -14.79 267 -16.82 0.0175
2024-05-15 2024-03-31 13F REALTY INCOME COM 756109104 5,942 -113 -1.87 321 -7.49 0.0217
2024-02-14 2023-12-31 13F REALTY INCOME COM 756109104 6,055 878 16.96 348 34.50 0.0255
2023-11-13 2023-09-30 13F REALTY INCOME COM 756109104 5,177 -198 -3.68 259 -19.63 0.0209
2023-08-11 2023-06-30 13F REALTY INCOME COM 756109104 5,375 -701 -11.54 321 -16.41 0.0257
2023-05-15 2023-03-31 13F/A-1 REALTY INCOME COM 756109104 6,076 501 8.99 385 8.47 0.0326
2023-05-15 2023-03-31 13F REALTY INCOME COM 756109104 6,076 501 0 0.0326
2023-02-14 2022-12-31 13F REALTY INCOME COM 756109104 5,575 -302 -5.14 354 3.51 0.0327
2022-11-14 2022-09-30 13F REALTY INCOME COM 756109104 5,877 -173 -2.86 342 -17.19 0.0355
2022-08-12 2022-06-30 13F REALTY INCOME COM 756109104 6,050 317 5.53 413 4.03 0.0371
2022-05-12 2022-03-31 13F REALTY INCOME COM 756109104 5,733 431 8.13 397 4.47 0.0319
2022-02-14 2021-12-31 13F REALTY INCOME COM 756109104 5,302 -595 -10.09 380 -0.52 0.0312
2021-11-12 2021-09-30 13F REALTY INCOME COM 756109104 5,897 387 7.02 382 3.80 0.0393
2021-08-13 2021-06-30 13F REALTY INCOME COM 756109104 5,510 315 6.06 368 11.52 0.0370
2021-05-18 2021-03-31 13F REALTY INCOME COM 756109104 5,195 -1,156 -18.20 330 -16.46 0.0347
2021-02-16 2020-12-31 13F REALTY INCOME COM 756109104 6,351 -366 -5.45 395 -3.19 0.0443
2020-11-16 2020-09-30 13F REALTY INCOME COM 756109104 6,717 -19,619 -74.49 408 -73.96 0.0575
2020-08-14 2020-06-30 13F REALTY INCOME COM 756109104 26,336 4,383 19.97 1,567 43.11 0.2386
2020-05-15 2020-03-31 13F REALTY INCOME COM 756109104 21,953 1,102 5.29 1,095 -28.66 0.2064
2020-02-14 2019-12-31 13F REALTY INCOME COM 756109104 20,851 20,851 1,535 0.2747
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.