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 15 of 60
92204A306
Shares:
22333(-4.4%)
Value:
$2.9B(+2.2%)
American Water Works Company, Inc.
Shares:
19584(+45.0%)
Value:
$2.9B(+71.8%)
Matador Resources Co
Shares:
55482(+0.4%)
Value:
$2.8B(-8.8%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:
11670(+16.8%)
Value:
$2.8B(+25.3%)
FISERV INC
Shares:
12770(+3.7%)
Value:
$2.8B(+11.5%)
922908652
Shares:
16367(+24.4%)
Value:
$2.8B(+12.8%)
NORFOLK SOUTHERN CORP
Shares:
11901(+8.9%)
Value:
$2.8B(+9.9%)
CITIGROUP INC
Shares:
39657(+126.9%)
Value:
$2.8B(+128.9%)
OCEANEERING INTERNATIONAL INC
Shares:
128855(-0.3%)
Value:
$2.8B(-16.7%)
33739Q705
Shares:
55460(+21.3%)
Value:
$2.8B(+22.1%)
Intercontinental Exchange, Inc.
Shares:
16124(+18.4%)
Value:
$2.8B(+37.1%)
33740F805
Shares:
63037(-13.6%)
Value:
$2.8B(-11.9%)
Broadstone Net Lease, Inc.
Shares:
161551(-2.6%)
Value:
$2.8B(+4.6%)
POOL CORP
Shares:
8571(+1.1%)
Value:
$2.7B(-5.6%)
92206C409
Shares:
34513(+85.1%)
Value:
$2.7B(+87.3%)
CARVANA CO.
Shares:
13010(-1.4%)
Value:
$2.7B(+1.3%)
MARSH & MCLENNAN COMPANIES, INC.
Shares:
11142(+40.5%)
Value:
$2.7B(+61.4%)
USA Compression Partners, LP
Shares:
100724
Value:
$2.7B
886364603
Shares:
137843(+133.7%)
Value:
$2.7B(+146.3%)
CINTAS CORP
Shares:
13197(+22.6%)
Value:
$2.7B(+37.9%)