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 51 of 60
78468R606
Shares:
10224(+17.0%)
Value:
$239.5M(+16.8%)
41653L305
Shares:
7019(-87.5%)
Value:
$237.7M(-87.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
19.5K | QoQ -0.85% (-168)YoY NEW(+19.5K) | All Managers (Combined) | $245.5K | YoY NEW(+$245.5K) | |
3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $245.3K | YoY NEW(+$245.3K) | |
10.1K | All Managers (Combined) | $244.5K | |||
3.3K | QoQ -0.75% (-25)YoY -6.13% (-214) | All Managers (Combined) | $243.9K | ||
Everquote, Inc.(EVERcusip30041R108) | 9.3K | QoQ NEW(+9.3K) YoY NEW(+9.3K) | All Managers (Combined) | $243.8K | QoQ NEW(+$243.8K) YoY NEW(+$243.8K) |
2.9K | QoQ -9.47% (-305)YoY NEW(+2.9K) | All Managers (Combined) | $243.5K | YoY NEW(+$243.5K) | |
4.2K | All Managers (Combined) | $242.2K | |||
Copart Inc(CPRTcusip217204106) | 4.3K | All Managers (Combined) | $241.9K | ||
6.4K | QoQ NEW(+6.4K) YoY NEW(+6.4K) | All Managers (Combined) | $241.6K | QoQ NEW(+$241.6K) YoY NEW(+$241.6K) | |
1.8K | QoQ -1.06% (-19)YoY +9.27% (+150) | All Managers (Combined) | $240.6K | ||
39.6K | QoQ +0.27% (-110)YoY NEW(+39.6K) | All Managers (Combined) | $240.4K | YoY NEW(+$240.4K) | |
Teekay Corp Ltd(TKcusipG8726T105) | 36.6K | YoY NEW(+36.6K) | All Managers (Combined) | $240.4K | YoY NEW(+$240.4K) |
22.4K | All Managers (Combined) | $240.3K | |||
(cusip78468R606)✕ | 10.2K | YoY NEW(+10.2K) | All Managers (Combined) | $239.5K | YoY NEW(+$239.5K) |
4.1K | QoQ NEW(+4.1K) YoY NEW(+4.1K) | All Managers (Combined) | $239.3K | QoQ NEW(+$239.3K) YoY NEW(+$239.3K) | |
24.7K | All Managers (Combined) | $239.2K | |||
Ovintiv Inc.(OVVcusip69047Q102) | 5.6K | QoQ +5.61% (+297)YoY NEW(+5.6K) | All Managers (Combined) | $238.9K | YoY NEW(+$238.9K) |
7.9K | QoQ NEW(+7.9K) YoY NEW(+7.9K) | All Managers (Combined) | $238.6K | QoQ NEW(+$238.6K) YoY NEW(+$238.6K) | |
Ionq, Inc.(IONQcusip46222L108) | 10.8K | YoY NEW(+10.8K) | All Managers (Combined) | $238.5K | YoY NEW(+$238.5K) |
(cusip41653L305)✕ | 7.0K | YoY NEW(+7.0K) | All Managers (Combined) | $237.7K | YoY NEW(+$237.7K) |