Concurrent Investment Advisors, LLC

Position in BIPC — Brookfield Infrastructure Corp

CIK 2001015 Tampa, FL

Position in BIPC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$224,031

-$4,709 QoQ

Shares Held

5,819

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#257

of 389 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,277,729 across 6 Utilities - Regulated Gas names. BIPC ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	11,607	$1,999,537
2	BKH	Black Hills Corp /Sd/	4,398	$327,210
3	OGS	ONE Gas, Inc.	3,653	$281,536
4	UGI	Ugi Corp /Pa/	6,731	$232,487
5	BIPC	Brookfield Infrastructure Corp This page	5,819	$224,031
6	NI	Nisource Inc.	4,478	$212,928

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,031	5,819	+0.5%	Shares	Sole	2026-07-27
2026-03-31	$228,740	5,788	-6.3%	Shares	Sole	2026-04-21
2025-12-31	$280,298	6,174	-74.7%	Shares	Sole	2026-01-29
2025-06-30	$1,015,872	24,420	+28.5%	Shares	Sole	2025-07-25
2025-03-31	$687,863	19,007	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.