Concurrent Investment Advisors, LLC Incresed Positions in Q4 2025

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
3.32K
+ 14.88%
$29.52 - $32.91 $98K - $109K
25.6K $721M
GUG
Guggenheim Active Allocation Fund

ETFs
170
+ 0.47%
$15.17 - $16.23 $2.58K - $2.76K
36.5K $559M
J P Morgan Exchange Traded F
11
+ 0.24%
N/A
4.65K $419M
UMBF
Umb Financial Corp

Financial Services
112
+ 1.77%
$106.28 - $119.99 $11.9K - $13.4K
6.42K $739M
Invesco Exch Trd Slf Idx Fd
56
+ 0.05%
N/A
114K $3.04B
VVR
Invesco Senior Income Trust

Financial Services
2.48K
+ 2.77%
$3.25 - $3.41 $8.04K - $8.44K
91.9K $301M
EVRG
Evergy, Inc.

Utilities
458
+ 3.7%
$75.56 - $78.73 $34.6K - $36.1K
12.8K $931M
NTES
Net Ease, Inc.

Communication Services
190
+ 7.45%
$138.39 - $153.93 $26.3K - $29.2K
2.74K $377M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
253
+ 1.77%
$11.81 - $12.5 $2.99K - $3.16K
14.6K $166M
KIO
Kkr Income Opportunities Fund

Financial Services
95
+ 0.68%
$11.59 - $12.58 $1.1K - $1.2K
14K $163M
MLPX
Global X Mlp & Energy Infrastr

ETFs
190
+ 1.47%
$57.84 - $62.5 $11K - $11.9K
13.1K $793M
NTNX
Nutanix, Inc.

Technology
1.83K
+ 36.99%
$65.91 - $76.92 $120K - $140K
6.76K $350M
IGV
Ishares Expanded Tech Software

ETFs
128
+ 3.69%
$106.84 - $117.08 $13.7K - $15K
3.6K $380M
LQD
Ishares Iboxx $ Investment Gra

ETFs
41
+ 0.21%
$110.25 - $112.92 $4.52K - $4.63K
19.4K $2.13B
NIO
Nio Inc.

Consumer Cyclical
816
+ 8.1%
$6.16 - $7.89 $5.03K - $6.44K
10.9K $55.5M
OTIS
Otis Worldwide Corp

Industrials
160
+ 1.76%
$88.77 - $93.38 $14.2K - $14.9K
9.25K $808M
TSLL
Direxion Shs ETF Tr Daily Tsla
13
+ 0.1%
N/A
13.2K $253M
CLSK
Cleanspark, Inc.

Technology
1.86K
+ 17.83%
$11.44 - $23.2 $21.3K - $43.2K
12.3K $124M
CF
Cf Industries Holdings, Inc.

Basic Materials
182
+ 5.23%
$81.45 - $92.06 $14.8K - $16.8K
3.66K $283M
ARLP
Alliance Resource Partners LP

Energy
1.8K
+ 5.21%
$23.05 - $25.65 $41.4K - $46.1K
36.3K $844M
Nano Nuclear Energy Inc
3.84K
+ 44.67%
N/A
12.4K $299M
ENVX
Enovix Corp

Industrials
24.2K
+ 30.69%
$8.03 - $13.19 $194K - $319K
103K $753M
DSL
Double Line Income Solutions Fund

Financial Services
8.13K
+ 6.47%
$11.49 - $12.36 $93.4K - $100K
134K $1.51B
DKNG
Draft Kings Inc.

Consumer Cyclical
800
+ 3.65%
$27.92 - $35.5 $22.3K - $28.4K
22.7K $782M
OGE
Oge Energy Corp.

Utilities
200
+ 1.51%
$44.05 - $47.04 $8.81K - $9.41K
13.5K $575M
RPM
Rpm International Inc

Basic Materials
3
+ 0.1%
$105.88 - $117.19 $318 - $352
2.97K $309M
BXC
Blue Linx Holdings Inc.

Industrials
99
+ 2.33%
$55.47 - $74.45 $5.49K - $7.37K
4.34K $267M
HUMA
Humacyte, Inc.

Healthcare
364
+ 0.61%
$1.18 - $2.48 $430 - $903
60K $57.6M
KIM
Kimco Realty Corp

Real Estate
925
+ 2.22%
$20.24 - $22.41 $18.7K - $20.7K
42.6K $863M
BITO
Proshares Tr Bitcoin Strategy

ETFs
6.6K
+ 37.36%
$14.75 - $20.75 $97.3K - $137K
24.2K $295M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
112
+ 1.75%
$49.74 - $58.65 $5.57K - $6.57K
6.5K $309M
DLR
Digital Realty Trust, Inc.

Real Estate
2.13K
+ 10.09%
$158.11 - $179.28 $336K - $381K
23.2K $3.59B
CORT
Corcept Therapeutics Inc

Healthcare
7.31K
+ 111.99%
$71.1 - $90.32 $520K - $661K
13.8K $482M
OSTK
Overstock.Com, Inc

Consumer Cyclical
8.83K
+ 32.79%
N/A
35.7K $195M
ORCC
Owl Rock Capital Corp

Financial Services
304
+ 0.13%
N/A
227K $2.82B
TRC
Tejon Ranch CO

Industrials
1.16K
+ 0.26%
$15.53 - $16.47 $17.9K - $19K
447K $7.04B
PEAK
Healthpeak Properties, Inc.

Real Estate
1.38K
+ 4.28%
N/A
33.7K $542M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.2K
+ 39.35%
$73.51 - $145.07 $88.1K - $174K
4.25K $323M
PSTG
Pure Storage, Inc.

Technology
750
+ 9.39%
$83.96 - $98.7 $63K - $74K
8.74K $585M
USAC
Usa Compression Partners, LP

Energy
168
+ 0.17%
$21.99 - $24.13 $3.69K - $4.05K
100K $2.31B
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.05K
+ 10.73%
$61.89 - $76.13 $312K - $384K
52.1K $3.04B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
373
+ 7.43%
$252.87 - $320.26 $94.3K - $119K
5.39K $1.5B
ROP
Roper Technologies Inc

Industrials
238
+ 5.43%
$443.27 - $520.0 $105K - $124K
4.62K $2.06B
PAYX
Paychex Inc

Industrials
2K
+ 8.03%
$111.08 - $128.59 $222K - $258K
27K $3.02B
MO
Altria Group, Inc.

Consumer Defensive
15K
+ 12.48%
$56.38 - $66.65 $847K - $1M
135K $7.81B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.22K
+ 30.14%
$36.05 - $62.76 $152K - $265K
18.2K $591M
Smurfit Westrock PLC
7.77K
+ 5.79%
N/A
142K $5.49B
Super Micro Computer Inc
4.71K
+ 19.6%
N/A
28.8K $842M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.35K
+ 4.37%
$55.57 - $63.17 $131K - $148K
56.1K $3.02B
Activity Summary
Buys All Purchases 1456 New Holdings 348 Increased Positions 1108 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 42 Puts 7
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