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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 13 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ESS ESSEX PPTY TR INC Real Estate 776.0 $188K 0.05% +153.0 +24.6% $242.00 +10.4%
242 PSA PUBLIC STORAGE OPER CO Real Estate 693.0 $188K 0.05% +71.0 +11.4% $270.88 +8.0%
243 KRG KITE REALTY GROUP TRUST Real Estate 7,644.0 $188K 0.05% +844.0 +12.4% $24.55 +5.6%
244 ADC AGREE RLTY CORP Real Estate 2,486.0 $187K 0.05% +238.0 +10.6% $75.38 +0.5%
245 CPT CAMDEN PPTY TR Real Estate 1,918.0 $187K 0.05% +420.0 +28.0% $97.66 +5.0%
246 KIM KIMCO REALTY CORP Real Estate 8,294.0 $186K 0.05% +176.0 +2.2% $22.47 +2.4%
247 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 20,669.0 $186K 0.05% +3K +16.4% $9.01 +12.7%
248 GTY GETTY RLTY CORP NEW Real Estate 5,851.0 $186K 0.05% +83.0 +1.4% $31.80 +2.7%
249 ENIC ENEL CHILE SA Utilities 47,191.0 $186K 0.05% +6K +14.6% $3.94 +6.3%
250 UE URBAN EDGE PPTYS Real Estate 9,303.0 $186K 0.05% +821.0 +9.7% $19.98 +6.6%
251 CUBE CUBESMART Real Estate 5,068.0 $186K 0.05% +518.0 +11.4% $36.65 +4.7%
252 AKR ACADIA RLTY TR Real Estate 9,695.0 $185K 0.05% +2K +22.7% $19.12 +10.0%
253 IRT INDEPENDENCE RLTY TR INC Real Estate 12,445.0 $185K 0.05% +3K +32.0% $14.89 +7.5%
254 WES WESTERN MIDSTREAM PARTNERS L Energy 4,496.0 $185K 0.05% +384.0 +9.3% $41.17 +11.8%
255 DTM DT MIDSTREAM INC Energy 1,374.0 $185K 0.05% +14.0 +1.0% $134.67 +10.0%
256 TKC TURKCELL ILETISIM Communication Services 30,666.0 $185K 0.05% +3K +10.1% $6.03 +0.3%
257 AMT AMERICAN TOWER CORP Real Estate 1,066.0 $184K 0.05% +124.0 +13.2% $172.58 +2.7%
258 MPLX MPLX LP Energy 3,210.0 $183K 0.05% +185.0 +6.1% $57.07 -4.0%
259 APLE APPLE HOSPITALITY REIT INC Real Estate 15,836.0 $182K 0.05% +2K +18.4% $11.51 +22.4%
260 RIGL RIGEL PHARMACEUTICALS INC Healthcare 6,686.0 $181K 0.05% +162.0 +2.5% $27.04 +7.3%
Page 13 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%