Concurrent Investment Advisors, LLC

Position in BX — Blackstone Inc.

CIK 2001015 Tampa, FL

Position in BX

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

Position Value

$13,905,280

-$3,435,469 QoQ

Shares Held

120,926

+7.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

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

Financial Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. BX ranks #1 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	120,926	$13,905,280
2	DHIL	DIAMOND HILL INVESTMENT GROUP INC	67,616	$11,636,713
3	BLK	BlackRock, Inc.	8,668	$8,336,102
4	CEF	Sprott Physical Gold & Silver Trust	117,448	$5,604,618
5	RJF	Raymond James Financial Inc	26,665	$3,860,824
6	APO	Apollo Global Management, Inc.	30,106	$3,354,410
7	KKR	KKR & Co. Inc.	35,989	$3,328,982
8	OWL	Blue Owl Capital Inc.	275,478	$2,515,113

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,905,280	120,926	+7.5%	Shares	Sole	2026-04-21
2025-12-31	$17,340,749	112,500	+148.3%	Shares	Sole	2026-01-29
2025-09-30	$7,741,042	45,309	-2.3%	Shares	Sole	2025-10-27
2025-06-30	$6,939,016	46,390	+10.5%	Shares	Sole	2025-07-25
2025-03-31	$5,869,921	41,994	+60.8%	Shares	Sole	2025-04-29
2024-12-31	$4,501,541	26,108	-23.4%	Shares	Sole	2025-02-03
2024-09-30	$5,219,282	34,084	+4.5%	Shares	Sole	2024-10-30
2024-06-30	$4,038,975	32,625	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$4,267,554	32,485	+13.1%	Shares	Sole	2024-05-07
2023-12-31	$3,761,855	28,734	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.