Concurrent Investment Advisors, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2001015
Tampa, FL
Position in HLT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,973,176
+$487,746 QoQ
Shares Held
5,971
+22.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#535
of 1,283 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $8,227,831 across 3 Lodging names. HLT ranks #2 (24.0% of the industry book) .
All Filings in HLT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,973,176 | 5,971 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,485,430 | 4,885 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,182,607 | 4,117 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $791,032 | 3,049 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $783,838 | 2,943 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $659,895 | 2,900 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $798,821 | 3,232 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $735,064 | 3,189 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $526,080 | 2,411 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $425,766 | 1,996 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $328,854 | 1,806 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||