Concurrent Investment Advisors, LLC

Position in CPT — Camden Property Trust

CIK 2001015 Tampa, FL

Position in CPT

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

Position Value

$254,281

+$44,801 QoQ

Shares Held

2,221

+3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#382

of 567 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $1,496,866 across 5 REIT - Residential names. CPT ranks #4 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	1,372	$400,060
2	UMH	Umh Properties, Inc.	21,738	$329,112
3	MAA	Mid America Apartment Communities Inc.	2,117	$294,135
4	CPT	Camden Property Trust This page	2,221	$254,281
5	VMRK	Vivmark Residential	3,228	$219,278

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,281	2,221	+3.5%	Shares	Sole	2026-07-27
2026-03-31	$209,480	2,145	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$237,441	2,157	+5.6%	Shares	Sole	2026-01-29
2025-09-30	$218,151	2,043	+13.1%	Shares	Sole	2025-10-27
2025-06-30	$203,518	1,806	-2.2%	Shares	Sole	2025-07-25
2025-03-31	$225,765	1,846	-2.1%	Shares	Sole	2025-04-29
2024-12-31	$218,851	1,886	+1.5%	Shares	Sole	2025-02-03
2024-09-30	$229,642	1,859	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.