Concurrent Investment Advisors, LLC

Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.

CIK 2001015 Tampa, FL

Position in KYN

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

Position Value

$161,188

-$3,774 QoQ

Shares Held

11,655

+0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#189

of 264 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. KYN ranks #101 (0.1% 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	$161,188	11,655	+0.9%	Shares	Sole	2026-07-27
2026-03-31	$164,962	11,552	-3.3%	Shares	Sole	2026-04-21
2025-12-31	$147,953	11,951	-16.5%	Shares	Sole	2026-01-29
2025-09-30	$176,977	14,307	+0.7%	Shares	Sole	2025-10-27
2025-06-30	$180,674	14,204	+3.4%	Shares	Sole	2025-07-25
2025-03-31	$176,258	13,738	+15.5%	Shares	Sole	2025-04-29
2024-12-31	$151,185	11,895	-29.8%	Shares	Sole	2025-02-03
2024-09-30	$186,274	16,934	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$174,039	16,848	-5.1%	Shares	Sole	2024-07-30
2024-03-31	$177,717	17,754	+4.7%	Shares	Sole	2024-05-07
2023-12-31	$148,856	16,954	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.