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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 21 of 23  ·  450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 INVH INVITATION HOMES INC Real Estate 7,604.0 $189K 0.05% +2K +27.9% $24.85 +14.3%
402 HST HOST HOTELS & RESORTS INC Real Estate 9,837.0 $188K 0.05% +1K +12.7% $19.16 +12.4%
403 TXNM ENERGY INC 3,223.0 $188K 0.05% +464.0 +16.8% $58.46
404 BRX BRIXMOR PPTY GROUP INC Real Estate 6,528.0 $188K 0.05% +293.0 +4.7% $28.80 +3.0%
405 MAA MID-AMER APT CMNTYS INC Real Estate 1,538.0 $188K 0.05% +348.0 +29.2% $122.12 +3.8%
406 ESS ESSEX PPTY TR INC Real Estate 776.0 $188K 0.05% +153.0 +24.6% $242.00 +11.3%
407 PSA PUBLIC STORAGE OPER CO Real Estate 693.0 $188K 0.05% +71.0 +11.4% $270.88 +8.9%
408 KRG KITE REALTY GROUP TRUST Real Estate 7,644.0 $188K 0.05% +844.0 +12.4% $24.55 +6.6%
409 WSR WHITESTONE REIT Real Estate 11,609.0 $187K 0.05% -444.0 -3.7% $16.15 +17.6%
410 ADC AGREE RLTY CORP Real Estate 2,486.0 $187K 0.05% +238.0 +10.6% $75.38 +0.5%
411 CPT CAMDEN PPTY TR Real Estate 1,918.0 $187K 0.05% +420.0 +28.0% $97.66 +6.1%
412 KIM KIMCO REALTY CORP Real Estate 8,294.0 $186K 0.05% +176.0 +2.2% $22.47 +3.7%
413 ARLP ALLIANCE RESOURCE PARTNERS L Energy 6,737.0 $186K 0.05% -227.0 -3.3% $27.65 -9.2%
414 WMB WILLIAMS COS INC Energy 2,559.0 $186K 0.05% -201.0 -7.3% $72.78 +6.0%
415 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 20,669.0 $186K 0.05% +3K +16.4% $9.01 +14.1%
416 GTY GETTY RLTY CORP NEW Real Estate 5,851.0 $186K 0.05% +83.0 +1.4% $31.80 +3.2%
417 ENIC ENEL CHILE SA Utilities 47,191.0 $186K 0.05% +6K +14.6% $3.94 +6.1%
418 UE URBAN EDGE PPTYS Real Estate 9,303.0 $186K 0.05% +821.0 +9.7% $19.98 +7.3%
419 CUBE CUBESMART Real Estate 5,068.0 $186K 0.05% +518.0 +11.4% $36.65 +5.4%
420 AKR ACADIA RLTY TR Real Estate 9,695.0 $185K 0.05% +2K +22.7% $19.12 +10.5%
Page 21 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%