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Portfolio (Quarterly) Guide ↗

LOS ANGELES CAPITAL MANAGEMENT LLC

· CIK 0001177206
13F Portfolio $25.4B AUM 2,374 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 164 New 688 Added 913 Reduced 289 Exited
Page 8 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAC Macerich Co/The Real Estate 1,161.0 $22K NEW $18.90 +24.9%
142 BNL Broadstone Net Lease Inc Real Estate 915.0 $17K NEW $18.27 +12.6%
143 NSA National Storage Affiliates Tr Real Estate 434.0 $16K NEW $37.74 +17.8%
144 BXMT Blackstone Mortgage Trust Inc Real Estate 829.0 $16K NEW $19.15 -5.5%
145 EPR EPR Properties Real Estate 296.0 $15K NEW $49.96 +15.1%
146 KALV KalVista Pharmaceuticals Inc Healthcare 732.0 $15K NEW $20.13 +34.1%
147 DFTX Definium Therapeutics Inc Healthcare 618.0 $12K NEW $18.90 +29.5%
148 HIW Highwoods Properties Inc Real Estate 510.0 $11K NEW $21.41 +36.8%
149 SMMT Summit Therapeutics Inc Healthcare 514.0 $10K NEW $18.96 -27.5%
150 TLRY Tilray Brands Inc Healthcare 1,411.0 $9K NEW $6.47 -26.9%
151 LLYVA Liberty Live Holdings Inc Communication Services 95.0 $9K NEW $91.64 +3.6%
152 CAPR Capricor Therapeutics Inc Healthcare 278.0 $8K NEW $30.40 -6.6%
153 PLUG Plug Power Inc Industrials 3,240.0 $7K NEW $2.26 +26.1%
154 ABR Arbor Realty Trust Inc Real Estate 831.0 $6K NEW $7.71 -32.6%
155 American Coastal Insurance Cor 568.0 $6K NEW $11.25
156 DX Dynex Capital Inc Real Estate 405.0 $5K NEW $12.76 +2.3%
157 Hudson Pacific Properties Inc 834.0 $5K NEW $5.91
158 FIGR Figure Technology Solutions In Financial Services 121.0 $4K NEW $33.95 -15.9%
159 PDM Piedmont Office Realty Trust I Real Estate 597.0 $4K NEW $6.57 +36.1%
160 GOOD Gladstone Commercial Corp Real Estate 312.0 $4K NEW $11.43 +5.6%
Page 8 of 9  ·  164 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 37.1%
Financial Services 11.8%
Healthcare 10.7%
Communication Services 9.2%
Consumer Cyclical 8.6%
Industrials 7.4%
Energy 5.6%
Utilities 3.1%
Basic Materials 2.7%
Consumer Defensive 1.9%