Concurrent Investment Advisors, LLC
Position in IVT — InvenTrust Properties Corp.
CIK 2001015
Tampa, FL
Position in IVT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$212,612
-$42,794 QoQ
Shares Held
6,006
-28.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 339 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $12,076,275 across 7 REIT - Retail names. IVT ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
31,582 | $7,063,313 | |
| 2 | O |
Realty Income Corp
|
45,169 | $2,798,670 | |
| 3 | KIM |
Kimco Realty Corp
|
49,206 | $1,247,371 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
12,539 | $307,831 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,926 | $237,745 | |
| 6 | IVT |
InvenTrust Properties Corp.
This page
|
6,006 | $212,612 | |
| 7 | NNN |
Nnn REIT, Inc.
|
4,486 | $208,733 |
All Filings in IVT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,612 | 6,006 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $255,406 | 8,385 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $265,934 | 9,427 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $299,565 | 10,467 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $286,193 | 10,445 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $252,317 | 8,591 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $337,938 | 11,216 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $326,567 | 11,511 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||