CIK 2001015
Concurrent Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,713
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1701–1713 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TMDX | TRANSMEDICS GROUP INC | 5 | <$1K | SH |
| ABCB | AMERIS BANCORP | 7 | <$1K | SH |
| WCC | WESCO INTL INC | 2 | <$1K | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 51 | <$1K | SH |
| IYE | ISHARES TR | 10 | <$1K | SH |
| KIO | KKR INCOME OPPORTUNITIES FD | 39 | <$1K | SH |
| STWD | STARWOOD PPTY TR INC | 24 | <$1K | SH |
| CFR | CULLEN FROST BANKERS INC | 3 | <$1K | SH |
| EGP | EASTGROUP PPTYS INC | 2 | <$1K | SH |
| NIO | NIO INC | 50 | <$1K | SH |
| UMH | UMH PPTYS INC | 13 | <$1K | SH |
| ASTS | AST SPACEMOBILE INC | 1 | <$1K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 4 | <$1K | SH |