Fund HoldingsInvesture, LLC

Total Portfolio Value
$1.60B
Total Bought
$91.89M
Total Sold
$635.99M
Net Transaction
-$544.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP BIOT
0412,250+412,250065,2394.08%+65,239
ISHARES TR
LOW CA OP MS ETF
0104,863+104,863026,5271.66%+26,527
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
3,287,3023,287,3020226,528247,56715.47%+21,039
VANGUARD INDEX FDS645,651602,613-43,038207,131222,99113.93%+15,860
ISHARES INC
CORE MSCI EMKT
2,587,8972,296,326-291,571180,506190,22811.89%+9,722
INVITATION HOMES INC(INVH)949,206949,206023,58828,6761.79%+5,088
ESSEX PPTY TR INC(ESS)100,821100,821024,39929,3981.84%+5,000
AMERICAN HOMES 4 RENT(AMH)798,210798,210022,28626,7561.67%+4,470
UDR INC(UDR)682,339682,339023,04927,2391.70%+4,190
CAMDEN PPTY TR(CPT)237,748237,748023,21827,2201.70%+4,001
EQUITY RESIDENTIAL(EQR)419,069419,069024,78828,4671.78%+3,679
AVALONBAY CMNTYS INC141,930141,930023,18426,7811.67%+3,597
MID-AMER APT CMNTYS INC(MAA)185,368185,368022,63725,7551.61%+3,118
ISHARES TR15,66616,975+1,3091,5551,6800.10%+125
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
222,200222,200013,00812,9320.81%-76
ISHARES TR
LOW CA OP MS ETF
104,1510-104,15123,2060-23,206
ISHARES TR
CORE MSCI EAFE
2,464,2111,956,850-507,361223,085188,99311.81%-34,092
SPDR SERIES TRUST
ST STR SP BIOT
412,2500-412,25052,6570-52,657
VANGUARD INDEX FDS1,546,858617,166-929,692924,325423,87626.49%-500,449
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