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Realty Income shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 19k 54.10
2023-12-31 $2.2M 39k 57.42

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
APG Asset Management US
Centersquare Investment Management
FMR

View all funds holding Realty Income