Concurrent Investment Advisors, LLC

Position in ABR — Arbor Realty Trust Inc

CIK 2001015 Tampa, FL

Position in ABR

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,506,210

+$883,703 QoQ

Shares Held

195,358

+143.5% QoQ

Ownership

0.102%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $7,385,220 across 5 REIT - Mortgage names. ABR ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	237,658	$4,092,470
2	ABR	Arbor Realty Trust Inc This page	195,358	$1,506,210
3	RITM	Rithm Capital Corp.	149,482	$1,417,088
4	RWT	Redwood Trust Inc	41,931	$235,232
5	AGNC	AGNC Investment Corp.	13,382	$134,220

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,506,210	195,358	+143.5%	Shares	Sole	2026-04-21
2025-12-31	$622,507	80,220	-30.7%	Shares	Sole	2026-01-29
2025-09-30	$1,412,697	115,700	+102.5%	Shares	Sole	2025-10-27
2025-06-30	$611,398	57,140	+210.7%	Shares	Sole	2025-07-25
2025-03-31	$216,059	18,388	+4.4%	Shares	Sole	2025-04-29
2024-12-31	$243,856	17,607	+0.6%	Shares	Sole	2025-02-03
2024-09-30	$272,253	17,497	+27.0%	Shares	Sole	2024-10-30
2024-06-30	$197,771	13,782	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.