Sponsored

The Analysis of Investure, LLC's Holdings & P&L

Currently, Investure, LLC holds 17 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in N/A (+3.3M shares, valued at $226.5M), IEMG (+2.0M shares, valued at $136.1M), IEFA (+396.1K shares, valued at $35.9M); decreased their positions in N/A (-258.0K shares, valued at $154.2M); initiated new positions in N/A (+3.3M shares, valued at $226.5M), AMH (+798.2K shares, valued at $22.3M).

1M P&L

+40.8M+4.30%

3M P&L

+41.2M+4.33%

HY P&L

+103.1M+11.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A701.1M

78.9%

2REIT - Residential187.1M

21.1%

Top Industries by Stock Count

1REIT - Residential8 stocks

53.3%

2N/A7 stocks

46.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5M shares-14.30%2026-03-312026-05-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.3M sharesnew addition2026-03-312026-05-08

IEFA ISHARES TR2.5M shares19.15%2026-03-312026-05-08

VTI VANGUARD INDEX FDS645.7K shares3.04%2026-03-312026-05-08

IEMG ISHARES INC2.6M shares306.49%2026-03-312026-05-08

XBI SPDR SERIES TRUST412.3K shares0.00%2026-03-312026-05-08

EQR EQUITY RESIDENTIAL419.1K shares44.16%2026-03-312026-05-08

ESS ESSEX PPTY TR INC100.8K shares38.05%2026-03-312026-05-08

Sponsored

INVH INVITATION HOMES INC949.2K shares46.05%2026-03-312026-05-08

CPT CAMDEN PPTY TR237.7K shares30.11%2026-03-312026-05-08

CRBN ISHARES TR104.2K shares0.00%2026-03-312026-05-08

AVB AVALONBAY CMNTYS INC141.9K shares46.47%2026-03-312026-05-08

UDR UDR INC682.3K shares38.15%2026-03-312026-05-08

MAA MID-AMER APT CMNTYS INC185.4K shares31.76%2026-03-312026-05-08

AMH AMERICAN HOMES 4 RENT798.2K sharesnew addition2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS222.2K shares0.00%2026-03-312026-05-08

Sponsored

AGG ISHARES TR15.7K shares113.29%2026-03-312026-05-08

VANGUARD INDEX FDS

-14.30%

Shares1.5M

Event2026-03-31

Filed2026-05-08

J P MORGAN EXCHANGE TRADED F

New

Shares3.3M

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

19.15%

Shares2.5M

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

3.04%

Shares645.7K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

306.49%

Shares2.6M

Event2026-03-31

Filed2026-05-08

XBI

SPDR SERIES TRUST

0.00%

Shares412.3K

Event2026-03-31

Filed2026-05-08

EQR

EQUITY RESIDENTIAL

44.16%

Shares419.1K

Event2026-03-31

Filed2026-05-08

ESS

ESSEX PPTY TR INC

38.05%

Shares100.8K

Event2026-03-31

Filed2026-05-08

INVH

INVITATION HOMES INC

46.05%

Shares949.2K

Event2026-03-31

Filed2026-05-08

CPT

CAMDEN PPTY TR

30.11%

Shares237.7K

Event2026-03-31

Filed2026-05-08

CRBN

ISHARES TR

0.00%

Shares104.2K

Event2026-03-31

Filed2026-05-08

AVB

AVALONBAY CMNTYS INC

46.47%

Shares141.9K

Event2026-03-31

Filed2026-05-08

UDR

UDR INC

38.15%

Shares682.3K

Event2026-03-31

Filed2026-05-08

MAA

MID-AMER APT CMNTYS INC

31.76%

Shares185.4K

Event2026-03-31

Filed2026-05-08

AMH

AMERICAN HOMES 4 RENT

New

Shares798.2K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares222.2K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

113.29%

Shares15.7K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available