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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 20 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ESS ESSEX PPTY TR INC Real Estate 707.0 $206K 0.05% -69.0 -8.9% $291.59 -2.7%
382 MAA MID-AMER APT CMNTYS INC Real Estate 1,478.0 $205K 0.05% -60.0 -3.9% $138.94 -6.3%
383 CPT CAMDEN PPTY TR Real Estate 1,792.0 $205K 0.05% -126.0 -6.6% $114.49 -6.3%
384 AEP AMERICAN ELEC PWR CO INC Utilities 1,498.0 $205K 0.05% +27.0 +1.8% $136.81 -7.6%
385 IRT INDEPENDENCE RLTY TR INC Real Estate 12,196.0 $204K 0.05% -249.0 -2.0% $16.69 -1.9%
386 LNT ALLIANT ENERGY CORP Utilities 2,667.0 $203K 0.05% -55.0 -2.0% $76.29 -8.3%
387 SCL STEPAN CO Basic Materials 3,650.0 $203K 0.05% -350.0 -8.8% $55.72 +13.8%
388 PAGP PLAINS GP HLDGS L P Energy 8,362.0 $203K 0.05% +433.0 +5.5% $24.27 +8.4%
389 DTE DTE ENERGY CO Utilities 1,330.0 $203K 0.05% +7.0 +0.5% $152.37 -8.0%
390 FDP DEL MONTE CORP Consumer Defensive 7,258.0 $203K 0.05% +3K +61.8% $27.91 +4.7%
391 CMS CMS ENERGY CORP Utilities 2,646.0 $202K 0.05% +123.0 +4.9% $76.50 -7.1%
392 PAA PLAINS ALL AMERN PIPELINE L Energy 9,090.0 $202K 0.05% +444.0 +5.1% $22.26 +8.7%
393 WEC WEC ENERGY GROUP INC Utilities 1,727.0 $202K 0.05% +47.0 +2.8% $116.77 -4.9%
394 ADC AGREE RLTY CORP Real Estate 2,660.0 $201K 0.05% +174.0 +7.0% $75.74 -2.0%
395 ES EVERSOURCE ENERGY Utilities 2,785.0 $201K 0.05% $72.27 -0.1%
396 AEE AMEREN CORP Utilities 1,780.0 $201K 0.05% +19.0 +1.1% $113.04 -3.0%
397 KNTK KINETIK HOLDINGS INC Energy 4,153.0 $201K 0.05% +42.0 +1.0% $48.34 +12.8%
398 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,560.0 $201K 0.05% -489.0 -23.9% $128.55 -1.9%
399 KIM KIMCO REALTY CORP Real Estate 7,908.0 $200K 0.05% -386.0 -4.7% $25.35 -4.5%
400 AXIA ENERGIA SA 18,938.0 $200K 0.05% +2K +12.1% $10.56
Page 20 of 24  ·  463 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%