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 50 of 60
067901108
Shares:
13099(-18.2%)
Value:
$254.6M(+2.5%)
78464A284
Shares:
9900(-22.8%)
Value:
$249.7M(-23.9%)
72201R882
Shares:
3457
Value:
$247.6M
78464A698
Shares:
4328(-11.1%)
Value:
$246.1M(-16.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $255.0K | YoY NEW(+$255.0K) | |
3.7K | All Managers (Combined) | $254.8K | |||
(cusip067901108)✕ | 13.1K | YoY NEW(+13.1K) | All Managers (Combined) | $254.6K | YoY NEW(+$254.6K) |
4.9K | QoQ -2.00% (-100)YoY NEW(+4.9K) | All Managers (Combined) | $253.9K | YoY NEW(+$253.9K) | |
896 | QoQ NEW(+896) YoY NEW(+896) | All Managers (Combined) | $253.6K | QoQ NEW(+$253.6K) YoY NEW(+$253.6K) | |
3.0K | QoQ +2.46% (+72)YoY NEW(+3.0K) | All Managers (Combined) | $252.8K | YoY NEW(+$252.8K) | |
8.6K | YoY NEW(+8.6K) | All Managers (Combined) | $252.3K | YoY NEW(+$252.3K) | |
3.8K | QoQ NEW(+3.8K) YoY NEW(+3.8K) | All Managers (Combined) | $252.1K | QoQ NEW(+$252.1K) YoY NEW(+$252.1K) | |
1.5K | All Managers (Combined) | $251.7K | |||
Doordash, Inc.(DASHcusip25809K105) | 1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $250.9K | QoQ NEW(+$250.9K) YoY NEW(+$250.9K) |
950 | QoQ NEW(+950) YoY NEW(+950) | All Managers (Combined) | $250.2K | QoQ NEW(+$250.2K) YoY NEW(+$250.2K) | |
(cusip78464A284)✕ | 9.9K | All Managers (Combined) | $249.7K | ||
6.1K | QoQ +0.32% (+20)YoY NEW(+6.1K) | All Managers (Combined) | $249.1K | YoY NEW(+$249.1K) | |
962 | QoQ -1.23% (-12)YoY +1.69% (-16) | All Managers (Combined) | $248.5K | ||
(cusip72201R882)✕ | 3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $247.6K | QoQ NEW(+$247.6K) YoY NEW(+$247.6K) |
14.9K | QoQ NEW(+14.9K) YoY NEW(+14.9K) | All Managers (Combined) | $247.2K | QoQ NEW(+$247.2K) YoY NEW(+$247.2K) | |
(cusip78464A698)✕ | 4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $246.1K | YoY NEW(+$246.1K) |
2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $245.9K | YoY NEW(+$245.9K) | |
55.1K | YoY NEW(+55.1K) | All Managers (Combined) | $245.8K | YoY NEW(+$245.8K) | |
24.6K | QoQ +2.87% (+688)YoY NEW(+24.6K) | All Managers (Combined) | $245.7K | YoY NEW(+$245.7K) |