Concurrent Investment Advisors, LLC

Position in RITM — Rithm Capital Corp.

CIK 2001015 Tampa, FL

Position in RITM

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,417,088

-$38,715 QoQ

Shares Held

149,482

+11.9% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $7,385,220 across 5 REIT - Mortgage names. RITM ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	237,658	$4,092,470
2	ABR	Arbor Realty Trust Inc	195,358	$1,506,210
3	RITM	Rithm Capital Corp. This page	149,482	$1,417,088
4	RWT	Redwood Trust Inc	41,931	$235,232
5	AGNC	AGNC Investment Corp.	13,382	$134,220

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,417,088	149,482	+11.9%	Shares	Sole	2026-04-21
2025-12-31	$1,455,803	133,560	+4.4%	Shares	Sole	2026-01-29
2025-09-30	$1,456,792	127,901	+4.2%	Shares	Sole	2025-10-27
2025-06-30	$1,386,050	122,768	+2.6%	Shares	Sole	2025-07-25
2025-03-31	$1,370,187	119,667	+10.1%	Shares	Sole	2025-04-29
2024-12-31	$1,177,047	108,684	+28.4%	Shares	Sole	2025-02-03
2024-09-30	$960,720	84,645	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.