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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 21 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UE URBAN EDGE PPTYS Real Estate 8,736.0 $200K 0.05% -567.0 -6.1% $22.88 -5.1%
402 O REALTY INCOME CORP Real Estate 3,223.0 $200K 0.05% +129.0 +4.2% $61.96 +0.4%
403 NJR NEW JERSEY RES CORP Utilities 3,562.0 $200K 0.05% +73.0 +2.1% $56.04 -0.9%
404 XEL XCEL ENERGY INC Utilities 2,477.0 $199K 0.05% +31.0 +1.3% $80.30 -1.4%
405 WES WESTERN MIDSTREAM PARTNERS L Energy 4,543.0 $199K 0.05% +47.0 +1.1% $43.76 +13.8%
406 RYN RAYONIER INC Real Estate 9,338.0 $199K 0.05% $21.28 -2.4%
407 VICI VICI PPTYS INC Real Estate 7,484.0 $199K 0.05% +524.0 +7.5% $26.55 -2.4%
408 GTY GETTY RLTY CORP NEW Real Estate 5,947.0 $198K 0.05% +96.0 +1.6% $33.36 -1.1%
409 KRG KITE REALTY GROUP TRUST Real Estate 6,988.0 $198K 0.05% -656.0 -8.6% $28.38 -6.8%
410 EXC EXELON CORP Utilities 4,250.0 $198K 0.05% +259.0 +6.5% $46.62 -2.8%
411 XHR XENIA HOTELS & RESORTS INC Real Estate 9,714.0 $198K 0.05% -3K -23.9% $20.36 -5.4%
412 ET ENERGY TRANSFER L P Energy 10,336.0 $198K 0.05% +456.0 +4.6% $19.12 +12.0%
413 APLE APPLE HOSPITALITY REIT INC Real Estate 11,755.0 $198K 0.05% -4K -25.8% $16.81 -4.4%
414 DTM DT MIDSTREAM INC Energy 1,346.0 $198K 0.05% -28.0 -2.0% $146.74 -7.5%
415 BRX BRIXMOR PPTY GROUP INC Real Estate 6,262.0 $197K 0.05% -266.0 -4.1% $31.53 -6.1%
416 HESM HESS MIDSTREAM LP Energy 5,247.0 $197K 0.05% +552.0 +11.8% $37.60 +6.6%
417 CIG CIA ENERGETICA DE MINAS GERA Utilities 93,871.0 $197K 0.05% +14K +17.1% $2.10 -9.5%
418 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 5,386.0 $197K 0.05% +91.0 +1.7% $36.49 +5.0%
419 REXR REXFORD INDL RLTY INC Real Estate 5,851.0 $196K 0.05% +409.0 +7.5% $33.50 +10.6%
420 CBT CABOT CORP Basic Materials 2,153.0 $196K 0.05% -597.0 -21.7% $90.82 -7.2%
Page 21 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%