Concurrent Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

Concurrent Investment Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$557K	Sell	50,322 -176,707	-78%	-$2.07M	0.01%	1161
2025 Q4	$2.82M	Buy	227,029 +304	+0.1%	+$3.87K	0.03%	469
2025 Q3	$2.9M	Sell	226,725 -5,267	-2%	-$75K	0.05%	363
2025 Q2	$3.33M	Buy	231,992 +30,785	+15%	+$437K	0.06%	302
2025 Q1	$2.95M	Sell	201,207 -2,933	-1%	-$44.1K	0.07%	285
2024 Q4	$3.09M	Sell	204,140 -179,252	-47%	-$2.7M	0.08%	243
2024 Q3	$5.59M	Sell	383,392 -142,092	-27%	-$2.13M	0.16%	133
2024 Q2	$8.07M	Buy	525,484 +32,952	+7%	+$527K	0.27%	86
2024 Q1	$7.58M	Buy	492,532 +225,608	+85%	+$3.39M	0.31%	76
2023 Q4	$3.94M	Buy	+266,924	New	+$3.79M	0.19%	133

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Concurrent Investment Advisors's OBDC Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Blue Owl Capital (OBDC) stake by 78% in Q1 2026, selling an estimated $2.07M and leaving 50,322 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1161.

Concurrent Investment Advisors first reported a position in OBDC in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.07M in Q2 2024. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Concurrent Investment Advisors held 50,322 shares of Blue Owl Capital worth $557K as of Q1 2026.
Concurrent Investment Advisors sold 176,707 Blue Owl Capital shares in Q1 2026, an estimated $2.07M.
Blue Owl Capital made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1161 holding.
Concurrent Investment Advisors first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Blue Owl Capital position peaked at $8.07M in Q2 2024.
457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.