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 14 of 60
33741X102
Shares:
91582(+0.1%)
Value:
$3.1B(-6.5%)
69374H857
Shares:
81683(+137.6%)
Value:
$3.1B(+102.4%)
464288760
Shares:
19673(+57.5%)
Value:
$3.0B(+65.8%)
464287515
Shares:
33623(+181.8%)
Value:
$3.0B(+150.5%)
69420N841
Shares:
112499(-8.6%)
Value:
$3.0B(-10.7%)
464285204
Shares:
50291(+63.9%)
Value:
$3.0B(+95.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33741X102)✕ | 91.6K | All Managers (Combined) | $3.1M | ||
(cusip69374H857)✕ | 81.7K | All Managers (Combined) | $3.1M | ||
Unilever Plc(ULcusip904767704) | 51.2K | All Managers (Combined) | $3.0M | ||
Novo Nordisk A S(NVOcusip670100205) | 43.9K | All Managers (Combined) | $3.0M | ||
7.0K | All Managers (Combined) | $3.0M | |||
Comcast Corp(CMCSAcusip20030N101) | 82.4K | All Managers (Combined) | $3.0M | ||
Servicenow, Inc.(NOWcusip81762P102) | 3.8K | All Managers (Combined) | $3.0M | ||
139.4K | All Managers (Combined) | $3.0M | |||
(cusip464288760)✕ | 19.7K | All Managers (Combined) | $3.0M | ||
48.3K | All Managers (Combined) | $3.0M | |||
4.9K | All Managers (Combined) | $3.0M | |||
Welltower Inc.(WELLcusip95040Q104) | 19.5K | All Managers (Combined) | $3.0M | ||
(cusip464287515)✕ | 33.6K | All Managers (Combined) | $3.0M | ||
(cusip69420N841)✕ | 112.5K | YoY NEW(+112.5K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) |
(cusip464285204)✕ | 50.3K | All Managers (Combined) | $3.0M | ||
201.2K | All Managers (Combined) | $2.9M | |||
35.1K | All Managers (Combined) | $2.9M | |||
148.5K | All Managers (Combined) | $2.9M | |||
Zoetis Inc.(ZTScusip98978V103) | 17.8K | All Managers (Combined) | $2.9M | ||
Clorox Co /De/(CLXcusip189054109) | 19.9K | All Managers (Combined) | $2.9M |