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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 22 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WSR WHITESTONE REIT Real Estate 10,304.0 $195K 0.05% -1K -11.2% $18.96 +0.2%
422 TIMB TIM S A Communication Services 9,120.0 $195K 0.05% +2K +24.4% $21.42 -19.3%
423 EPR EPR PPTYS Real Estate 3,364.0 $195K 0.04% -429.0 -11.3% $58.01 +4.1%
424 PSA PUBLIC STORAGE Real Estate 610.0 $194K 0.04% -83.0 -12.0% $318.31 +1.5%
425 WMB WILLIAMS COS INC Energy 2,605.0 $194K 0.04% +46.0 +1.8% $74.34 +1.1%
426 TXNM ENERGY INC 3,405.0 $193K 0.04% +182.0 +5.7% $56.78
427 MPLX MPLX LP Energy 3,431.0 $193K 0.04% +221.0 +6.9% $56.33 +5.4%
428 WY WEYERHAEUSER CO Real Estate 8,052.0 $193K 0.04% -78.0 -1.0% $23.94 -1.4%
429 ENIC ENEL CHILE SA Utilities 42,818.0 $193K 0.04% -4K -9.3% $4.50 +0.4%
430 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 17,929.0 $192K 0.04% +3K +18.1% $10.72 -3.3%
431 AKR ACADIA RLTY TR Real Estate 9,188.0 $192K 0.04% -507.0 -5.2% $20.91 +0.7%
432 MTDR MATADOR RES CO Energy 3,854.0 $192K 0.04% +654.0 +20.4% $49.78 +15.0%
433 ARLP ALLIANCE RESOURCE PARTNERS L Energy 7,999.0 $192K 0.04% +1K +18.7% $23.98 +7.0%
434 CUBE CUBESMART Real Estate 4,822.0 $192K 0.04% -246.0 -4.8% $39.77 +3.0%
435 PK PARK HOTELS & RESORTS INC Real Estate 13,401.0 $191K 0.04% -5K -25.7% $14.25 +7.9%
436 SLVM SYLVAMO CORP Basic Materials 5,036.0 $190K 0.04% +163.0 +3.3% $37.80 -2.3%
437 SHEL SHELL PLC Energy 2,451.0 $190K 0.04% +375.0 +18.1% $77.54 +18.7%
438 PR PERMIAN RESOURCES CORP Energy 10,276.0 $189K 0.04% +823.0 +8.7% $18.41 +21.4%
439 TKC TURKCELL ILETISIM Communication Services 32,167.0 $189K 0.04% +2K +4.9% $5.88 -8.2%
440 KT KT CORP Communication Services 10,938.0 $189K 0.04% +2K +23.5% $17.28 +8.7%
Page 22 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%