Concurrent Investment Advisors, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 2001015 Tampa, FL

Position in DLR

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

Position Value

$4,346,553

-$105,534 QoQ

Shares Held

24,204

-2.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#404

of 1,315 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $13,577,653 across 8 REIT - Specialty names. DLR ranks #1 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	24,204	$4,346,553
2	EQIX	Equinix Inc	3,782	$3,942,318
3	AMT	American Tower Corp /Ma/	8,758	$1,432,545
4	IRM	Iron Mountain Inc	11,121	$1,404,693
5	LAMR	Lamar Advertising Co/New	6,930	$1,080,941
6	CCI	Crown Castle Inc.	7,972	$603,718
7	GLPI	Gaming & Leisure Properties, Inc.	12,562	$559,385
8	EPR	Epr Properties	3,577	$207,500

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,346,553	24,204	-2.0%	Shares	Sole	2026-07-27
2026-03-31	$4,452,087	24,705	+6.5%	Shares	Sole	2026-04-21
2025-12-31	$3,589,117	23,199	+10.1%	Shares	Sole	2026-01-29
2025-09-30	$3,642,927	21,072	+2.2%	Shares	Sole	2025-10-27
2025-06-30	$3,593,115	20,611	+16.3%	Shares	Sole	2025-07-25
2025-03-31	$2,539,528	17,723	+126.0%	Shares	Sole	2025-04-29
2024-12-31	$1,390,621	7,842	+22.1%	Shares	Sole	2025-02-03
2024-09-30	$1,038,948	6,420	+94.6%	Shares	Sole	2024-10-30
2024-06-30	$501,612	3,299	+6.4%	Shares	Sole	2024-07-30
2024-03-31	$446,668	3,101	-3.3%	Shares	Sole	2024-05-07
2023-12-31	$431,463	3,206	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.