Concurrent Investment Advisors, LLC

Position in BX — Blackstone Inc.

CIK 2001015 Tampa, FL

Position in BX

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

Position Value

$15,205,199

+$1,299,919 QoQ

Shares Held

129,219

+6.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#283

of 2,112 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. BX ranks #1 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,205,199	129,219	+6.9%	Shares	Sole	2026-07-27
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.