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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $363M AUM 450 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 279 Added 126 Reduced 47 Exited
Page 12 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CALM CAL MAINE FOODS INC Consumer Defensive 2,443.0 $193K 0.05% +492.0 +25.2% $79.15 -2.2%
222 RYN RAYONIER INC Real Estate 9,377.0 $193K 0.05% +2K +23.7% $20.62 -3.6%
223 RXRX RECURSION PHARMACEUTICALS IN Healthcare 62,975.0 $193K 0.05% +2K +2.5% $3.07 -5.5%
224 AEP AMERICAN ELEC PWR CO INC Utilities 1,471.0 $193K 0.05% +52.0 +3.7% $131.08 -3.8%
225 ES EVERSOURCE ENERGY Utilities 2,783.0 $193K 0.05% +321.0 +13.0% $69.28 -2.4%
226 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 5,295.0 $191K 0.05% +644.0 +13.8% $36.12 +5.7%
227 INN SUMMIT HOTEL PPTYS Real Estate 43,186.0 $191K 0.05% +11K +32.8% $4.42 +23.0%
228 VICI VICI PPTYS INC Real Estate 6,960.0 $190K 0.05% +1K +19.3% $27.32 +3.8%
229 KT KT CORP Communication Services 8,856.0 $190K 0.05% +123.0 +1.4% $21.45 -9.9%
230 PK PARK HOTELS & RESORTS INC Real Estate 18,035.0 $190K 0.05% +3K +19.7% $10.53 +4.8%
231 DISC MEDICINE INC 2,967.0 $190K 0.05% +70.0 +2.4% $63.94
232 EPR EPR PPTYS Real Estate 3,793.0 $189K 0.05% +540.0 +16.6% $49.96 +16.2%
233 XHR XENIA HOTELS & RESORTS INC Real Estate 12,765.0 $189K 0.05% +2K +16.6% $14.83 +10.5%
234 O REALTY INCOME CORP Real Estate 3,094.0 $189K 0.05% +225.0 +7.8% $61.18 +0.6%
235 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,049.0 $189K 0.05% +384.0 +23.1% $92.27 +16.5%
236 INVH INVITATION HOMES INC Real Estate 7,604.0 $189K 0.05% +2K +27.9% $24.85 +15.3%
237 HST HOST HOTELS & RESORTS INC Real Estate 9,837.0 $188K 0.05% +1K +12.7% $19.16 +14.4%
238 TXNM ENERGY INC 3,223.0 $188K 0.05% +464.0 +16.8% $58.46
239 BRX BRIXMOR PPTY GROUP INC Real Estate 6,528.0 $188K 0.05% +293.0 +4.7% $28.80 +3.7%
240 MAA MID-AMER APT CMNTYS INC Real Estate 1,538.0 $188K 0.05% +348.0 +29.2% $122.12 +4.7%
Page 12 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 30.6%
Financial Services 23.4%
Industrials 11.2%
Technology 10.7%
Consumer Cyclical 7.6%
Energy 3.4%
Basic Materials 3.4%
Communication Services 3.1%
Consumer Defensive 2.9%
Real Estate 2.2%