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:
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Page 50 of 60
Restaurant Brands International Inc.
Shares:
3827(-14.8%)
Value:
$255.0M(-12.9%)
46434G822
Shares:
3717(-44.4%)
Value:
$254.8M(-43.2%)
067901108
Shares:
13099(-18.2%)
Value:
$254.6M(+2.5%)
Yum China Holdings, Inc.
Shares:
4876(-2.0%)
Value:
$253.9M(+5.9%)
lululemon athletica inc.
Shares:
896
Value:
$253.6M
PRINCIPAL FINANCIAL GROUP INC
Shares:
2996(+2.5%)
Value:
$252.8M(+11.7%)
InvenTrust Properties Corp.
Shares:
8591(-23.4%)
Value:
$252.3M(-25.3%)
NATIONAL GRID PLC
Shares:
3842
Value:
$252.1M
Coinbase Global, Inc.
Shares:
1461(+630.5%)
Value:
$251.7M(+406.8%)
DoorDash, Inc.
Shares:
1373
Value:
$250.9M
ACUITY BRANDS INC
Shares:
950
Value:
$250.2M
78464A284
Shares:
9900(-22.8%)
Value:
$249.7M(-23.9%)
Western Midstream Partners, LP
Shares:
6081(+0.3%)
Value:
$249.1M(+6.9%)
ROCKWELL AUTOMATION, INC
Shares:
962(-1.2%)
Value:
$248.5M(-10.7%)
72201R882
Shares:
3457
Value:
$247.6M
ACADIA PHARMACEUTICALS INC
Shares:
14881
Value:
$247.2M
78464A698
Shares:
4328(-11.1%)
Value:
$246.1M(-16.2%)
Seagate Technology Holdings plc
Shares:
2894(+10.5%)
Value:
$245.9M(+8.8%)
BRANDYWINE REALTY TRUST
Shares:
55105(+119.7%)
Value:
$245.8M(+75.0%)
Eaton Vance Ltd Duration Income Fund
Shares:
24615(+2.9%)
Value:
$245.7M(+5.1%)