Investure, LLC

Q3 2026 13F-HR Holdings

Location
Charlottesville, VA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$1,832,537
Net value change ($000)
+232,214 (14.5%)
New positions
1
Sold out positions
1
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VOO 264,741 62.5%
EQR 21,082 74.1%
BBJP 10,486 4.2%
IEFA 1,607 0.9%
CRBN 333 1.3%
MRLN 49 NEW
AGG 26 1.5%
Top Reduces (Value $000, Stocks/ETFs)
AVB -26,781 -100.0%
VTI -14,819 -6.6%
UDR -4,347 -16.0%
CPT -4,223 -15.5%
MAA -3,930 -15.3%
INVH -3,683 -12.8%
IEMG -3,215 -1.7%
AMH -2,498 -9.3%
ESS -2,238 -7.6%
XBI -235 -0.4%
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