Concurrent Investment Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Concurrent Investment Advisors, LLC
Data Enrichment
69% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
Search and click to pin securities to the top
Page 14 of 60
33741X102
Shares:
91582(+0.1%)
Value:
$3.1B(-6.5%)
69374H857
Shares:
81683(+137.6%)
Value:
$3.1B(+102.4%)
UNILEVER PLC
Shares:
51168(-4.3%)
Value:
$3.0B(+0.5%)
NOVO NORDISK A S
Shares:
43856(+25.1%)
Value:
$3.0B(+1.0%)
Motorola Solutions, Inc.
Shares:
6954(+2.1%)
Value:
$3.0B(-3.3%)
COMCAST CORP
Shares:
82361(+49.8%)
Value:
$3.0B(+47.3%)
ServiceNow, Inc.
Shares:
3807(+28.5%)
Value:
$3.0B(-3.5%)
REGIONS FINANCIAL CORP
Shares:
139412(+372.1%)
Value:
$3.0B(+336.2%)
464288760
Shares:
19673(+57.5%)
Value:
$3.0B(+65.8%)
COMMERCE BANCSHARES INC /MO/
Shares:
48319(+57.9%)
Value:
$3.0B(+57.7%)
Parker-Hannifin Corp
Shares:
4939(+51.4%)
Value:
$3.0B(+44.7%)
WELLTOWER INC.
Shares:
19532(+1.9%)
Value:
$3.0B(+23.9%)
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%)
Blue Owl Capital Corp
Shares:
201207(-1.4%)
Value:
$2.9B(-4.4%)
Bank of New York Mellon Corp
Shares:
35062(-14.0%)
Value:
$2.9B(-6.1%)
STARWOOD PROPERTY TRUST, INC.
Shares:
148530(+7.8%)
Value:
$2.9B(+12.4%)
Zoetis Inc.
Shares:
17806(+20.6%)
Value:
$2.9B(+21.9%)
CLOROX CO /DE/
Shares:
19876(+30.0%)
Value:
$2.9B(+17.9%)