Concurrent Investment Advisors, LLC

Position in WLFC — Willis Lease Finance Corp

CIK 2001015 Tampa, FL

Position in WLFC

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

Position Value

$119,967

New position

Shares Held

14,157

first reported quarter

Ownership

0.067%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#130

of 175 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $21,791,157 across 4 Rental & Leasing Services names. WLFC ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	18,299	$20,730,753
2	AER	AerCap Holdings N.V.	4,620	$673,503
3	R	Ryder System Inc	1,012	$266,934
4	WLFC	Willis Lease Finance Corp This page	14,157	$119,967

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,967	1,573	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.