Concurrent Investment Advisors, LLC

Position in JFR — Nuveen Floating Rate Income Fund

CIK 2001015 Tampa, FL

Position in JFR

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

Position Value

$315,167

+$17,511 QoQ

Shares Held

41,091

+3.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#81

of 172 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. JFR ranks #74 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,167	41,091	+3.8%	Shares	Sole	2026-07-27
2026-03-31	$297,656	39,582	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$309,504	39,528	-1.6%	Shares	Sole	2026-01-29
2025-09-30	$328,451	40,153	-28.3%	Shares	Sole	2025-10-27
2025-06-30	$474,497	56,021	+8.4%	Shares	Sole	2025-07-25
2025-03-31	$437,619	51,667	+3.0%	Shares	Sole	2025-04-29
2024-12-31	$447,587	50,178	0.0%	Shares	Sole	2025-02-03
2024-09-30	$442,569	50,178	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$435,120	50,303	-0.0%	Shares	Sole	2024-07-30
2024-03-31	$439,153	50,304	-2.8%	Shares	Sole	2024-05-07
2023-12-31	$425,541	51,769	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.