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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concurrent Investment Advisors's O Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Realty Income (O) stake by 8.8% in Q1 2026, buying an estimated $166K and bringing the position to 32,923 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #615.

Concurrent Investment Advisors first reported a position in O in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.21M in Q4 2023. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Concurrent Investment Advisors held 32,923 shares of Realty Income worth $2.01M as of Q1 2026.
Concurrent Investment Advisors bought 2,656 Realty Income shares in Q1 2026, an estimated $166K.
Realty Income made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #615 holding.
Concurrent Investment Advisors first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Realty Income position peaked at $2.21M in Q4 2023.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.