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Concurrent Investment Advisors, LLC → TRC
Concurrent Investment Advisors, LLC TRC Position History
Tejon Ranch Co.
Quarters held
5
Latest value
$7.3M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.1M |
| Q4 2025 | $7M |
| Q1 2026 | $8.4M |
| Q2 2026 | $8.4M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 449.7K | — | — |
| Q2 2026 | $8.4M | 448.7K | — | — |
| Q1 2026 | $8.4M | 447.8K | — | — |
| Q4 2025 | $7M | 446.6K | — | — |
| Q3 2025 | $7.1M | 445.4K | — | — |
Other funds holding TRC
$35.7M
$33.2M
$31.7M
$31.1M
$13.8M
$13.6M