Investure
Latest statistics and disclosures from Investure's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BBJP, IEFA, VTI, IEMG, and represent 86.39% of Investure's stock portfolio.
- Added to shares of these 10 stocks: BBJP (+$227M), IEMG (+$136M), IEFA (+$36M), AMH (+$22M), EQR (+$7.6M), INVH (+$7.4M), AVB (+$7.4M), ESS (+$6.7M), UDR (+$6.4M), VTI (+$6.1M).
- Started 2 new stock positions in BBJP, AMH.
- Reduced shares in these 1 stock: VOO (-$154M).
- Investure was a net buyer of stock by $320M.
- Investure has $2.0B in assets under management (AUM), dropping by 14.00%.
- Central Index Key (CIK): 0001476993
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Portfolio Holdings for Investure
Investure holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 45.3 | $924M | -14% | 1.5M | 597.55 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 11.1 | $227M | NEW | 3.3M | 68.91 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 10.9 | $223M | +19% | 2.5M | 90.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 10.2 | $207M | +3% | 646k | 320.81 |
|
| Ishares Core Msci Emkt (IEMG) | 8.9 | $181M | +306% | 2.6M | 69.75 |
|
| Spdr Series Trust State Street Spd (XBI) | 2.6 | $53M | 412k | 127.73 |
|
|
| Equity Residential Sh Ben Int (EQR) | 1.2 | $25M | +44% | 419k | 59.15 |
|
| Essex Property Trust (ESS) | 1.2 | $24M | +38% | 101k | 242.00 |
|
| Invitation Homes (INVH) | 1.2 | $24M | +46% | 949k | 24.85 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 1.1 | $23M | +30% | 238k | 97.66 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 1.1 | $23M | 104k | 222.81 |
|
|
| AvalonBay Communities (AVB) | 1.1 | $23M | +46% | 142k | 163.35 |
|
| Udr (UDR) | 1.1 | $23M | +38% | 682k | 33.78 |
|
| Mid-America Apartment (MAA) | 1.1 | $23M | +31% | 185k | 122.12 |
|
| American Homes 4 Rent Cl A (AMH) | 1.1 | $22M | NEW | 798k | 27.92 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $13M | 222k | 58.54 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.6M | +113% | 16k | 99.27 |
|
Past Filings by Investure
SEC 13F filings are viewable for Investure going back to 2010
- Investure 2026 Q1 filed May 8, 2026
- Investure 2025 Q4 filed Feb. 11, 2026
- Investure 2025 Q3 filed Nov. 7, 2025
- Investure 2025 Q2 filed Aug. 12, 2025
- Investure 2025 Q1 filed May 14, 2025
- Investure 2024 Q4 filed Feb. 13, 2025
- Investure 2024 Q3 filed Nov. 14, 2024
- Investure 2024 Q2 filed Aug. 14, 2024
- Investure 2024 Q1 filed May 15, 2024
- Investure 2023 Q4 filed Feb. 14, 2024
- Investure 2023 Q3 filed Nov. 14, 2023
- Investure 2023 Q2 filed Aug. 14, 2023
- Investure 2023 Q1 filed May 15, 2023
- Investure 2022 Q4 restated filed March 7, 2023
- Investure 2022 Q4 filed Feb. 14, 2023
- Investure 2022 Q3 restated filed Jan. 24, 2023