Concurrent Investment Advisors, LLC

Position in FTHM — Fathom Holdings Inc.

CIK 2001015 Tampa, FL

Position in FTHM

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

Position Value

$82,281

New position

Shares Held

81,467

first reported quarter

Ownership

0.238%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 42 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $10,843,359 across 4 Real Estate Services names. FTHM ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JLL	Jones Lang Lasalle Inc	30,083	$9,324,225
2	CBRE	Cbre Group, Inc.	9,004	$1,212,747
3	FSV	FirstService Corp	1,577	$224,106
4	FTHM	Fathom Holdings Inc. This page	81,467	$82,281

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,281	81,467	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.