Concurrent Investment Advisors, LLC

Position in O — Realty Income Corp

CIK 2001015 Tampa, FL

Position in O

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,798,670

+$784,441 QoQ

Shares Held

45,169

+37.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#434

of 1,449 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $12,076,275 across 7 REIT - Retail names. O ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	31,582	$7,063,313
2	O	Realty Income Corp This page	45,169	$2,798,670
3	KIM	Kimco Realty Corp	49,206	$1,247,371
4	FCPT	Four Corners Property Trust, Inc.	12,539	$307,831
5	FRT	Federal Realty Investment Trust	1,926	$237,745
6	IVT	InvenTrust Properties Corp.	6,006	$212,612
7	NNN	Nnn REIT, Inc.	4,486	$208,733

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,798,670	45,169	+37.2%	Shares	Sole	2026-07-27
2026-03-31	$2,014,229	32,923	+8.8%	Shares	Sole	2026-04-21
2025-12-31	$1,706,150	30,267	+30.7%	Shares	Sole	2026-01-29
2025-09-30	$1,407,227	23,149	+0.3%	Shares	Sole	2025-10-27
2025-06-30	$1,329,235	23,073	-13.2%	Shares	Sole	2025-07-25
2025-03-31	$1,542,137	26,584	+17.1%	Shares	Sole	2025-04-29
2024-12-31	$1,212,620	22,704	+6.7%	Shares	Sole	2025-02-03
2024-09-30	$1,349,323	21,276	+2.3%	Shares	Sole	2024-10-30
2024-06-30	$1,098,127	20,790	+10.8%	Shares	Sole	2024-07-30
2024-03-31	$1,014,916	18,760	-51.4%	Shares	Sole	2024-05-07
2023-12-31	$2,214,230	38,562	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.