Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
SEC
Search and click to pin securities to the top
Page 24 of 60
33739P103
33739P103
Shares:
20060(-6.0%)
Value:
$1.3B(-8.5%)
78468R788
78468R788
Shares:
29008(+25.9%)
Value:
$1.3B(+28.9%)
464287705
IJJ|464287705
Shares:
10668(-3.7%)
Value:
$1.3B(-7.7%)
464287606
IJK|464287606
Shares:
15323(-7.1%)
Value:
$1.3B(-14.9%)
33735J101
33735J101
Shares:
16499(-2.8%)
Value:
$1.3B(-2.5%)
Public Storage
PSA|74460D109
Shares:
4218(+228.8%)
Value:
$1.3B(+228.7%)
Cheniere Energy, Inc.
LNG|16411R208
Shares:
5400(+23.9%)
Value:
$1.2B(+33.5%)
DOW INC.
DOW|260557103
Shares:
35588(+90.8%)
Value:
$1.2B(+66.0%)
BROWN & BROWN, INC.
BRO|115236101
Shares:
9945(+8.1%)
Value:
$1.2B(+31.8%)
Vulcan Materials CO
VMC|929160109
Shares:
5280(-0.1%)
Value:
$1.2B(-9.4%)
02072L714
02072L714
Shares:
96350(+35.7%)
Value:
$1.2B(+32.8%)
808524805
SCHF|808524805
Shares:
61949(+23.9%)
Value:
$1.2B(+32.5%)
14020X104
14020X104
Shares:
43174(+35.3%)
Value:
$1.2B(+31.2%)
WATSCO INC
WSO|942622200
Shares:
2393(-3.9%)
Value:
$1.2B(+3.1%)
33738D101
33738D101
Shares:
32348(+4.8%)
Value:
$1.2B(+10.2%)
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
14658(-0.4%)
Value:
$1.2B(-3.0%)
464288646
464288646
Shares:
23010(+7.2%)
Value:
$1.2B(+8.6%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
6855(+4.3%)
Value:
$1.2B(-4.9%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
15388(+14.7%)
Value:
$1.2B(+21.3%)
MCKESSON CORP
MCK|58155Q103
Shares:
1776(+5.9%)
Value:
$1.2B(+25.1%)