Investure

Latest statistics and disclosures from Investure's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VTI, IEFA, XBI, IEMG, and represent 87.39% of Investure's stock portfolio.
  • Added to shares of these 4 stocks: IEFA (+$101M), VTI, NU, IEMG.
  • Started 1 new stock position in NU.
  • Reduced shares in these 2 stocks: VOO (-$227M), AGG.
  • Investure was a net seller of stock by $-118M.
  • Investure has $1.5B in assets under management (AUM), dropping by -10.48%.
  • Central Index Key (CIK): 0001476993

Tip: Access up to 7 years of quarterly data

Positions held by Investure consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Investure

Investure holds 16 positions in its portfolio as reported in the March 2025 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) 57.7 $873M -20% 1.7M 513.91
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 14.4 $217M 790k 274.84
 View chart
Ishares Tr Core Msci Eafe (IEFA) 10.1 $153M +193% 2.0M 75.65
 View chart
Spdr Ser Tr S&p Biotech (XBI) 3.0 $46M 562k 81.10
 View chart
Ishares Core Msci Emkt (IEMG) 2.2 $33M +5% 617k 53.97
 View chart
Mid-America Apartment (MAA) 1.6 $24M 141k 167.58
 View chart
Invitation Homes (INVH) 1.5 $23M 650k 34.85
 View chart
Essex Property Trust (ESS) 1.5 $22M 73k 306.57
 View chart
Camden Ppty Tr Sh Ben Int (CPT) 1.5 $22M 183k 122.30
 View chart
Udr (UDR) 1.5 $22M 494k 45.17
 View chart
Equity Residential Sh Ben Int (EQR) 1.4 $21M 291k 71.58
 View chart
AvalonBay Communities (AVB) 1.4 $21M 97k 214.62
 View chart
Ishares Tr Msci Lw Crb Tg (CRBN) 1.3 $20M 102k 191.18
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $13M 222k 58.69
 View chart
Nu Hldgs Ord Shs Cl A (NU) 0.2 $2.7M NEW 264k 10.24
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $617k -4% 6.2k 98.92
 View chart

Past Filings by Investure

SEC 13F filings are viewable for Investure going back to 2010

View all past filings