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Portfolio (Quarterly) Guide ↗

RENAISSANCE GROUP LLC

· CIK 0000944234
13F Portfolio $2.4B AUM 234 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 61 Added 137 Reduced 31 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACN ACCENTURE PLC IRELAND Technology 1,399.0 $277K 0.01% NEW $198.29 -9.6%
22 FR FIRST INDL RLTY TR INC Real Estate 4,020.0 $233K 0.01% NEW $57.85 +9.4%
23 WELL WELLTOWER INC Real Estate 1,169.0 $231K 0.01% NEW $197.71 +9.3%
24 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,236.0 $229K 0.01% NEW $43.82 +9.3%
25 VSS VANGUARD INTL EQUITY INDEX F 1,494.0 $218K 0.01% NEW $145.79 +9.3%
Page 2 of 2  ·  25 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
Technology 32.7%
Healthcare 16.1%
Industrials 12.3%
Consumer Cyclical 12.2%
Financial Services 11.8%
Communication Services 6.4%
Consumer Defensive 4.4%
Real Estate 2.1%
Utilities 1.1%
Basic Materials 0.6%