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Concurrent Investment Advisors, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on IJR, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 542,141 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,141 shares
    Change vs previous 13F +165,172 shares

    0.69% of the 13F portfolio, value $80,404,939.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 376,969 shares
    Change vs previous 13F +17,877 shares

    0.51% of the 13F portfolio, value $46,861,090.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 359,092 shares
    Change vs previous 13F +228,370 shares

    0.49% of the 13F portfolio, value $43,155,693.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 130,722 shares
    Change vs previous 13F -2,823 shares

    0.27% of the 13F portfolio, value $15,533,736.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 133,545 shares
    Change vs previous 13F +7,453 shares

    0.28% of the 13F portfolio, value $14,595,164.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 126,092 shares
    Change vs previous 13F -24,962 shares

    0.32% of the 13F portfolio, value $13,185,427.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 151,054 shares
    Change vs previous 13F -2,336 shares

    0.47% of the 13F portfolio, value $17,404,455.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 153,390 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $17,940,461.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).