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Concurrent Investment Advisors’s Realty Income O Stock Holding History

Concurrent Investment Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Buy
45,169
+12,246
+37% +$763K 0.02% 609
2026
Q1 		$2.01M Buy
32,923
+2,656
+9% +$166K 0.02% 615
2025
Q4 		$1.71M Buy
30,267
+7,118
+31% +$412K 0.02% 628
2025
Q3 		$1.41M Buy
23,149
+76
+0.3% +$4.43K 0.02% 557
2025
Q2 		$1.33M Sell
23,073
-3,511
-13% -$199K 0.03% 528
2025
Q1 		$1.54M Buy
26,584
+3,880
+17% +$215K 0.04% 422
2024
Q4 		$1.21M Buy
22,704
+1,428
+7% +$83.2K 0.03% 441
2024
Q3 		$1.35M Buy
21,276
+486
+2% +$28.9K 0.04% 398
2024
Q2 		$1.1M Buy
20,790
+2,030
+11% +$108K 0.04% 406
2024
Q1 		$1.01M Sell
18,760
-19,802
-51% -$1.07M 0.04% 368
2023
Q4 		$2.21M Buy
+38,562
New +$2.02M 0.1% 211

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's O Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Realty Income (O) stake by 37% in Q2 2026, buying an estimated $763K and bringing the position to 45,169 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #609.

Concurrent Investment Advisors first reported a position in O in Q4 2023 and has held it in 11 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Concurrent Investment Advisors held 45,169 shares of Realty Income worth $2.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 12,246 Realty Income shares in Q2 2026, an estimated $763K.
  • Realty Income made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #609 holding.
  • Concurrent Investment Advisors first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.