Investure portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 11, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Investure reported a $1.6 bn portfolio of 17 positions to the SEC as of the end of Q2 2026. Its largest positions are VOO, BBJP, VTI.
Sections with a free account
What changed this quarter
5 positions with a change (1 added to, 4 trimmed). 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Vanguard S&P 500 ETF−60%fewer sharesReduced45.3% → 26.5%
- iShares Core Msci Eafe ETF−21%fewer sharesReduced10.9% → 11.8%
- Ishares−11%fewer sharesReduced8.9% → 11.9%
- Vanguard Index Funds−6.7%fewer sharesReduced10.2% → 13.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard S&P 500 ETFVOO26.5%
- J P Morgan Exchange Traded FundBBJP15.5%
- Vanguard Index FundsVTI13.9%
- IsharesIEMG11.9%
- iShares Core Msci Eafe ETFIEFA11.8%
- State Street SPDR S&P Biotech ETFXBI4.1%
- Essex Property TrustESS1.8%
- Invitation HomesINVH1.8%
- Vivmark ResidentialVMRK1.8%
- UDRUDR1.7%
- Camden Property TrustCPT1.7%
- Avalonbay CommunitiesAVB1.7%
- American Homes 4 RentAMH1.7%
- Ishares TrCRBN1.7%
- Mid-america Apartment CommunitiesMAA1.6%
Portfolio by sector
- ● No sector 86%
- ● Real Estate 14%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Recurrent Investment AdvisorsInvestment firm · $1.6 bn
- Strategy CapitalInvestment firm · $1.6 bn
- Atalan Capital PartnersInvestment firm · $1.6 bn
- Cryder Capital Partners LLPInvestment firm · $1.6 bn
- Kopernik Global InvestorsInvestment firm · $1.6 bn
- MPM BioimpactInvestment firm · $1.6 bn