Position in URI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,730,753
+$6,898,314 QoQ
Shares Held
18,299
-3.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#242
of 1,581 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $21,791,157 across 4 Rental & Leasing Services names. URI ranks #1 (95.1% of the industry book) .
All Filings in URI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,730,753 | 18,299 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,832,439 | 18,986 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,091,729 | 13,705 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $547,974 | 574 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $402,315 | 534 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $315,230 | 503 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $316,293 | 449 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $366,807 | 453 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $283,914 | 439 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $301,423 | 418 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $231,088 | 403 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||