Concurrent Investment Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 1,197
- Total Value
- 3776684844
- Accession Number
- 0001667731-25-000551
- Form Type
- 13F-HR
- CIK
- 0002001015
- Manager Name
- Concurrent Investment Advisors, LLC
Data Enrichment
69% identified824 identified373 unidentified
Holdings
1,197 positions
Manager:
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Page 13 of 60
37954Y574
Shares:
77503(+3.1%)
Value:
$3.4B(+7.2%)
14020Y508
Shares:
127656(+8.3%)
Value:
$3.4B(+10.3%)
72201R833
Shares:
33051(+12.2%)
Value:
$3.3B(+12.5%)
37954Y475
Shares:
83797(+75.2%)
Value:
$3.3B(+65.1%)
92189F643
Shares:
37489(+17.9%)
Value:
$3.3B(+11.9%)
46139W817
Shares:
124322(-1.8%)
Value:
$3.2B(-1.8%)
74933W452
Shares:
62729(+43.1%)
Value:
$3.1B(+43.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
61.8K | All Managers (Combined) | $3.4M | |||
23.7K | QoQ NEW(+23.7K) YoY NEW(+23.7K) | All Managers (Combined) | $3.4M | QoQ NEW(+$3.4M) YoY NEW(+$3.4M) | |
(cusip37954Y574)✕ | 77.5K | All Managers (Combined) | $3.4M | ||
(cusip14020Y508)✕ | 127.7K | YoY NEW(+127.7K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) |
69.3K | All Managers (Combined) | $3.4M | |||
(cusip72201R833)✕ | 33.1K | All Managers (Combined) | $3.3M | ||
(cusip37954Y475)✕ | 83.8K | All Managers (Combined) | $3.3M | ||
Prologis, Inc.(PLDcusip74340W103) | 29.6K | All Managers (Combined) | $3.3M | ||
(cusip92189F643)✕ | 37.5K | All Managers (Combined) | $3.3M | ||
Metlife Inc(METcusip59156R108) | 40.9K | All Managers (Combined) | $3.3M | ||
Halliburton Co(HALcusip406216101) | 128.4K | All Managers (Combined) | $3.3M | ||
(cusip46139W817)✕ | 124.3K | All Managers (Combined) | $3.2M | ||
12.1K | All Managers (Combined) | $3.2M | |||
Intuit Inc.(INTUcusip461202103) | 5.2K | QoQ +4.26% (+214)YoY -8.82% (-507) | All Managers (Combined) | $3.2M | |
17.8K | All Managers (Combined) | $3.2M | |||
13.2K | QoQ +0.15% (+20)YoY +6.21% (+770) | All Managers (Combined) | $3.2M | ||
19.2K | All Managers (Combined) | $3.2M | |||
(cusip74933W452)✕ | 62.7K | All Managers (Combined) | $3.1M | ||
167.0K | All Managers (Combined) | $3.1M | |||
44.0K | All Managers (Combined) | $3.1M |