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Concentric Wealth Management LLC lifted its position in Realty Income Co. (NYSE:O – Free Report) by 10.3% in the 4th quarter, Holdings Channel reports. The fund owned 70,464 shares of the real estate investment trust’s stock after acquiring an additional 6,607 shares during the quarter. Concentric Wealth Management LLC’s holdings in Realty Income were worth […]
Concentric Wealth Management LLC raised its holdings in Realty Income Co. (NYSE:O – Free Report) by 10.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 70,464 shares of the real estate investment trust’s stock after acquiring an additional 6,607 […]
Concentric Wealth Management LLC acquired a new position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,596 shares of the software maker’s stock, valued at approximately $435,000. Other large investors also […]
Concentric Wealth Management LLC boosted its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 68,069 shares of the enterprise software provider’s stock after acquiring an additional 1,842 shares during […]
Cohen & Steers Inc. lowered its position in shares of Americold Realty Trust, Inc. (NYSE:COLD – Free Report) by 16.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 40,340,914 shares of the company’s stock after selling 7,725,156 shares during the quarter. Americold Realty Trust […]