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Concurrent Investment Advisors, LLC: UMH position timeline

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

Concurrent Investment Advisors, LLC held 21,738 UMH 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 21,738 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $329,109.

    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 21,924 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $316,358.

    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 21,944 shares
    Change vs previous 13F -5,756 shares

    <0.01% of the 13F portfolio, value $349,134.

    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 27,700 shares
    Change vs previous 13F -1,827 shares

    0.01% of the 13F portfolio, value $411,347.

    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 29,527 shares
    Change vs previous 13F +514 shares

    0.01% of the 13F portfolio, value $495,764.

    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 29,013 shares
    Change vs previous 13F -1,152 shares

    0.01% of the 13F portfolio, value $542,542.

    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 30,165 shares
    Change vs previous 13F -1,025 shares

    0.02% of the 13F portfolio, value $569,515.

    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 31,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $613,506.

    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).