Concurrent Investment Advisors, LLC
Position in MAR — Marriott International Inc /Md/
CIK 2001015
Tampa, FL
Position in MAR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,045,804
+$1,284,974 QoQ
Shares Held
16,314
+12.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#402
of 1,737 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR 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. MAR ranks #1 (73.5% of the industry book) .
All Filings in MAR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,045,804 | 16,314 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,760,830 | 14,556 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,715,743 | 11,977 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,158,787 | 8,289 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,207,263 | 8,079 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,783,165 | 7,486 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,866,108 | 6,690 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,718,323 | 6,912 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,725,270 | 7,136 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,586,020 | 6,286 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,430,409 | 6,343 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||