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 21 of 60
46138G698
Shares:
15494(+100.6%)
Value:
$1.5B(+103.5%)
46090A689
Shares:
33217
Value:
$1.5B
46434V878
Shares:
29775(+50.0%)
Value:
$1.5B(+50.8%)
464287242
Shares:
13883(-4.5%)
Value:
$1.5B(-2.8%)
46138J619
Shares:
28190(-5.8%)
Value:
$1.5B(-7.4%)
97717W505
Shares:
30239(+355.7%)
Value:
$1.5B(+342.8%)
37960A438
Shares:
14797(+19.7%)
Value:
$1.5B(+20.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
52.7K | QoQ +0.79% (+418)YoY +0.79% (-418) | All Managers (Combined) | $1.6M | ||
Corning Inc /Ny(GLWcusip219350105) | 35.0K | YoY NEW(+35.0K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
10.7K | All Managers (Combined) | $1.6M | |||
5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
7.8K | All Managers (Combined) | $1.6M | |||
53.2K | All Managers (Combined) | $1.6M | |||
3.2K | All Managers (Combined) | $1.6M | |||
Realty Income Corp(Ocusip756109104) | 26.6K | All Managers (Combined) | $1.5M | ||
(cusip46138G698)✕ | 15.5K | All Managers (Combined) | $1.5M | ||
10.8K | All Managers (Combined) | $1.5M | |||
Moodys Corp /De/(MCOcusip615369105) | 3.3K | All Managers (Combined) | $1.5M | ||
Diageo Plc(DEOcusip25243Q205) | 14.6K | All Managers (Combined) | $1.5M | ||
(cusip46090A689)✕ | 33.2K | QoQ NEW(+33.2K) YoY NEW(+33.2K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip46434V878)✕ | 29.8K | YoY NEW(+29.8K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
(cusip464287242)✕ | 13.9K | All Managers (Combined) | $1.5M | ||
(cusip46138J619)✕ | 28.2K | All Managers (Combined) | $1.5M | ||
4.5K | All Managers (Combined) | $1.5M | |||
(cusip97717W505)✕ | 30.2K | YoY NEW(+30.2K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
(cusip37960A438)✕ | 14.8K | YoY NEW(+14.8K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |