Concurrent Investment Advisors, LLC
Holdings in STWD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,794,688 | 210,699 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $3,603,401 | 186,030 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $3,343,240 | 166,579 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $2,936,438 | 148,530 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $2,611,499 | 137,810 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $2,688,977 | 131,942 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $2,516,690 | 132,877 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $2,653,166 | 130,505 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $2,771,949 | 131,872 | Shares | Sole | 2024-04-15 |