Investure, LLC

Q1 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$2,039,150
Net value change ($000)
+250,466 (14.0%)
New positions
2
Sold out positions
0
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BBJP 226,528 NEW
IEMG 137,711 321.8%
IEFA 38,071 20.6%
AMH 22,286 NEW
EQR 6,462 35.3%
AVB 5,615 32.0%
INVH 5,527 30.6%
ESS 5,288 27.7%
UDR 4,932 27.2%
CPT 3,103 15.4%
Top Reduces (Value $000, Stocks/ETFs)
VOO -207,568 -18.3%
VTI -2,952 -1.4%
CRBN -804 -3.3%
VGSH -42 -0.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type