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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 14 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 REXR REXFORD INDL RLTY INC Real Estate 5,442.0 $178K 0.05% +1K +35.1% $32.73 +7.7%
262 SOLENO THERAPEUTICS INC 5,243.0 $176K 0.05% +127.0 +2.5% $33.48
263 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 15,185.0 $172K 0.05% +3K +20.7% $11.32 -1.0%
264 BCYC BICYCLE THERAPEUTICS PLC Healthcare 36,601.0 $170K 0.05% +892.0 +2.5% $4.64 -5.8%
265 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 8,439.0 $165K 0.05% +206.0 +2.5% $19.56 -18.4%
266 RGNX REGENXBIO INC Healthcare 19,660.0 $165K 0.04% +479.0 +2.5% $8.38 -32.4%
267 FULC FULCRUM THERAPEUTICS INC Healthcare 20,974.0 $161K 0.04% +511.0 +2.5% $7.67 -18.3%
268 LXEO LEXEO THERAPEUTICS INC Healthcare 27,910.0 $160K 0.04% +680.0 +2.5% $5.74 -16.5%
269 ALT ALTIMMUNE INC Healthcare 51,743.0 $159K 0.04% +1K +2.5% $3.08 -9.4%
270 IVVD INVIVYD INC Healthcare 117,537.0 $153K 0.04% +3K +2.5% $1.30 -12.3%
271 SANA SANA BIOTECHNOLOGY INC Healthcare 53,052.0 $153K 0.04% +1K +2.5% $2.88 +4.9%
272 VERASTEM INC 28,374.0 $150K 0.04% +692.0 +2.5% $5.30
273 KROS KEROS THERAPEUTICS INC Healthcare 12,676.0 $140K 0.04% +309.0 +2.5% $11.04 -6.8%
274 ZBIO ZENAS BIOPHARMA INC Healthcare 6,717.0 $131K 0.04% +163.0 +2.5% $19.55 -13.3%
275 OLMA OLEMA PHARMACEUTICALS INC Healthcare 8,250.0 $123K 0.03% +201.0 +2.5% $14.91 -10.6%
276 WVE WAVE LIFE SCIENCES LTD Healthcare 16,465.0 $119K 0.03% +401.0 +2.5% $7.25 -12.5%
277 UPSTREAM BIO INC 10,046.0 $90K 0.03% +245.0 +2.5% $9.00
278 MREO MEREO BIOPHARMA GROUP PLC Healthcare 125,662.0 $41K 0.01% +3K +2.5% $0.33 -26.8%
279 GOSS GOSSAMER BIO INC Healthcare 75,746.0 $25K 0.01% +2K +2.5% $0.33 -33.3%
Page 14 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%