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Portfolio (Quarterly) Guide ↗

Virtus Investment Advisers, LLC

· CIK 0000019481
13F Portfolio $429M AUM 463 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 226 Added 166 Reduced 55 Exited
Page 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CPT CAMDEN PPTY TR Real Estate 1,792.0 $205K 0.05% -126.0 -6.6% $114.49 -5.9%
142 IRT INDEPENDENCE RLTY TR INC Real Estate 12,196.0 $204K 0.05% -249.0 -2.0% $16.69 -0.8%
143 LNT ALLIANT ENERGY CORP Utilities 2,667.0 $203K 0.05% -55.0 -2.0% $76.29 -7.6%
144 SCL STEPAN CO Basic Materials 3,650.0 $203K 0.05% -350.0 -8.8% $55.72 +14.1%
145 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,560.0 $201K 0.05% -489.0 -23.9% $128.55 -1.0%
146 KIM KIMCO REALTY CORP Real Estate 7,908.0 $200K 0.05% -386.0 -4.7% $25.35 -4.1%
147 UE URBAN EDGE PPTYS Real Estate 8,736.0 $200K 0.05% -567.0 -6.1% $22.88 -5.2%
148 KRG KITE REALTY GROUP TRUST Real Estate 6,988.0 $198K 0.05% -656.0 -8.6% $28.38 -7.0%
149 XHR XENIA HOTELS & RESORTS INC Real Estate 9,714.0 $198K 0.05% -3K -23.9% $20.36 -4.4%
150 APLE APPLE HOSPITALITY REIT INC Real Estate 11,755.0 $198K 0.05% -4K -25.8% $16.81 -3.4%
151 DTM DT MIDSTREAM INC Energy 1,346.0 $198K 0.05% -28.0 -2.0% $146.74 -7.9%
152 BRX BRIXMOR PPTY GROUP INC Real Estate 6,262.0 $197K 0.05% -266.0 -4.1% $31.53 -6.2%
153 CBT CABOT CORP Basic Materials 2,153.0 $196K 0.05% -597.0 -21.7% $90.82 -4.5%
154 WSR WHITESTONE REIT Real Estate 10,304.0 $195K 0.05% -1K -11.2% $18.96 +0.2%
155 EPR EPR PPTYS Real Estate 3,364.0 $195K 0.04% -429.0 -11.3% $58.01 +4.8%
156 PSA PUBLIC STORAGE Real Estate 610.0 $194K 0.04% -83.0 -12.0% $318.31 +2.9%
157 WY WEYERHAEUSER CO Real Estate 8,052.0 $193K 0.04% -78.0 -1.0% $23.94 +1.3%
158 ENIC ENEL CHILE SA Utilities 42,818.0 $193K 0.04% -4K -9.3% $4.50 +1.2%
159 AKR ACADIA RLTY TR Real Estate 9,188.0 $192K 0.04% -507.0 -5.2% $20.91 +1.1%
160 CUBE CUBESMART Real Estate 4,822.0 $192K 0.04% -246.0 -4.8% $39.77 +4.6%
Page 8 of 9  ·  166 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 36.7%
Technology 15.7%
Financial Services 15.3%
Industrials 13.0%
Consumer Cyclical 5.8%
Energy 4.7%
Real Estate 2.8%
Utilities 1.7%
Communication Services 1.7%
Basic Materials 1.5%