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Concurrent Investment Advisors, LLC: XLRE position timeline

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

Concurrent Investment Advisors, LLC held 42,509 XLRE 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 42,509 shares
    Change vs previous 13F +8,764 shares

    0.02% of the 13F portfolio, value $1,871,689.

    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 33,745 shares
    Change vs previous 13F +3,598 shares

    0.02% of the 13F portfolio, value $1,377,818.

    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 30,147 shares
    Change vs previous 13F +20,232 shares

    0.01% of the 13F portfolio, value $1,216,417.

    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 9,915 shares
    Change vs previous 13F -1,399 shares

    0.01% of the 13F portfolio, value $417,729.

    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 11,314 shares
    Change vs previous 13F -1,267 shares

    0.01% of the 13F portfolio, value $468,607.

    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 12,581 shares
    Change vs previous 13F +1,131 shares

    0.01% of the 13F portfolio, value $526,510.

    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 11,450 shares
    Change vs previous 13F -20,580 shares

    0.01% of the 13F portfolio, value $465,661.

    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 32,030 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,430,782.

    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).