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Concurrent Investment Advisors’s Tejon Ranch TRC Stock Holding History

Concurrent Investment Advisors’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.39M Buy
448,677
+913
+0.2% +$17.6K 0.07% 306
2026
Q1 		$8.44M Buy
447,764
+1,169
+0.3% +$20.2K 0.09% 241
2025
Q4 		$7.04M Buy
446,595
+1,155
+0.3% +$18.4K 0.08% 262
2025
Q3 		$7.12M Buy
+445,440
New +$7.77M 0.12% 179

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Concurrent Investment Advisors's TRC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Tejon Ranch (TRC) stake by 0.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 448,677 shares worth $8.39M. The position accounts for 0.07% of the portfolio, ranked #306.

Concurrent Investment Advisors first reported a position in TRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.44M in Q1 2026. 125 funds tracked by Wall St. Rank hold TRC as of Q2 2026.

  • Concurrent Investment Advisors held 448,677 shares of Tejon Ranch worth $8.39M as of Q2 2026.
  • Concurrent Investment Advisors bought 913 Tejon Ranch shares in Q2 2026, an estimated $17.6K.
  • Tejon Ranch made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #306 holding.
  • Concurrent Investment Advisors first reported a position in Tejon Ranch in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Tejon Ranch position peaked at $8.44M in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.