Concurrent Investment Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 2001015 Tampa, FL

Position in SPG

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

Position Value

$7,063,313

+$1,081,484 QoQ

Shares Held

31,582

-1.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#313

of 1,353 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $12,076,275 across 7 REIT - Retail names. SPG ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	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.	6,006	$212,612
7	NNN	Nnn REIT, Inc.	4,486	$208,733

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,063,313	31,582	-1.5%	Shares	Sole	2026-07-27
2026-03-31	$5,981,829	32,069	-4.2%	Shares	Sole	2026-04-21
2025-12-31	$6,197,112	33,478	+3.8%	Shares	Sole	2026-01-29
2025-09-30	$6,050,480	32,240	-26.5%	Shares	Sole	2025-10-27
2025-06-30	$7,049,326	43,850	-14.2%	Shares	Sole	2025-07-25
2025-03-31	$8,483,366	51,080	+10.5%	Shares	Sole	2025-04-29
2024-12-31	$7,958,168	46,212	+49.6%	Shares	Sole	2025-02-03
2024-09-30	$5,220,520	30,887	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$4,665,724	30,736	+1.2%	Shares	Sole	2024-07-30
2024-03-31	$4,752,131	30,367	-0.0%	Shares	Sole	2024-05-07
2023-12-31	$4,331,976	30,370	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.