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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 20 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ES EVERSOURCE ENERGY Utilities 2,783.0 $193K 0.05% +321.0 +13.0% $69.28 -0.7%
382 PAGP PLAINS GP HLDGS L P Energy 7,929.0 $193K 0.05% -734.0 -8.5% $24.28 -0.7%
383 NOG NORTHERN OIL & GAS INC Energy 6,584.0 $192K 0.05% -810.0 -10.9% $29.23 -20.1%
384 MGY MAGNOLIA OIL & GAS CORP Energy 6,090.0 $192K 0.05% -1K -18.4% $31.57 -8.7%
385 TS TENARIS S A Energy 3,298.0 $192K 0.05% -963.0 -22.6% $58.18 +8.0%
386 NJR NEW JERSEY RES CORP Utilities 3,489.0 $192K 0.05% $54.92 +5.2%
387 CIG CIA ENERGETICA DE MINAS GERA Utilities 80,126.0 $192K 0.05% -2K -2.9% $2.39 -8.4%
388 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 5,295.0 $191K 0.05% +644.0 +13.8% $36.12 +5.1%
389 INN SUMMIT HOTEL PPTYS Real Estate 43,186.0 $191K 0.05% +11K +32.8% $4.42 +22.2%
390 ET ENERGY TRANSFER L P Energy 9,880.0 $191K 0.05% -95.0 -0.9% $19.30 +5.5%
391 CENTRAIS ELET BRAS SA 16,888.0 $190K 0.05% -1K -8.1% $11.28
392 VICI VICI PPTYS INC Real Estate 6,960.0 $190K 0.05% +1K +19.3% $27.32 +2.0%
393 KT KT CORP Communication Services 8,856.0 $190K 0.05% +123.0 +1.4% $21.45 -8.1%
394 PK PARK HOTELS & RESORTS INC Real Estate 18,035.0 $190K 0.05% +3K +19.7% $10.53 +3.5%
395 DISC MEDICINE INC 2,967.0 $190K 0.05% +70.0 +2.4% $63.94
396 CNQ CANADIAN NAT RES LTD MED TER Energy 3,892.0 $190K 0.05% -1K -22.6% $48.73 -2.4%
397 EPR EPR PPTYS Real Estate 3,793.0 $189K 0.05% +540.0 +16.6% $49.96 +15.9%
398 XHR XENIA HOTELS & RESORTS INC Real Estate 12,765.0 $189K 0.05% +2K +16.6% $14.83 +10.6%
399 O REALTY INCOME CORP Real Estate 3,094.0 $189K 0.05% +225.0 +7.8% $61.18 +1.3%
400 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,049.0 $189K 0.05% +384.0 +23.1% $92.27 +14.9%
Page 20 of 23  ·  450 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%