Concurrent Investment Advisors, LLC AMERICAN HEALTHCARE REIT INC Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
19,779
Previous 25,050 21.04%
Holding current value
$727 Million
Previous $759 Million 4.26%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-5,271 Reduced 21.04%
19,779 $727 Million
Q1 2025

Apr 29, 2025
BUY
N/A
230 Added 0.93%
25,050 $759 Million
Q4 2024

Feb 03, 2025
BUY
N/A
213 Added 0.87%
24,820 $705 Million
Q3 2024

Oct 30, 2024
BUY
N/A
24,607 New
24,607 $642 Million
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email