Investure, LLC 13F: Quarter-over-Quarter Portfolio Changes
Investure, LLC reported a disclosed portfolio value of approximately $2.0 billion in its latest SEC Form 13F-HR filing for Q1 2026, up 14.0% quarter on quarter. Over the quarter, the manager initiated 2 new positions, bought more shares in 11 holdings, and trimmed 1 holding.
Investure, LLC's top buy was a new stake in J P Morgan Exchange Traded F (BBJP) , equal to 11.1% of the disclosed portfolio. Its top sell was Vanguard Index Fds (VOO) . The manager sold 14.3% of its previously reported shares, reducing the position's portfolio weight by 18.0 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | BBJP | 11.1% | History → |
| AMERICAN HOMES 4 RENT | AMH | 1.1% | Holders → |
Top BuysQ1 2026
Showing the top 10 buys among 11 existing positions where the manager bought more shares in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| ISHARES INC | IEMG | +6.5% | +306.5% | History → |
| ISHARES BY BLACKROCK | AGG | +0.0% | +113.3% | Holders → |
| AVALONBAY CMNTYS INC | AVB | +0.2% | +46.5% | Holders → |
| INVITATION HOMES INC | INVH | +0.1% | +46.1% | History → |
| EQUITY RESIDENTIAL | EQR | +0.2% | +44.2% | History → |
| UDR INC | UDR | +0.1% | +38.2% | Holders → |
| ESSEX PPTY TR INC | ESS | +0.1% | +38.1% | History → |
| MID-AMER APT CMNTYS INC | MAA | +0.0% | +31.8% | Holders → |
| CAMDEN PPTY TR | CPT | +0.0% | +30.1% | History → |
| ISHARES TR | IEFA | +0.6% | +19.2% | History → |
Top SellsQ1 2026
The manager's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | -18.0% | 14.3% | History → |
Net Portfolio Value ChangeQ1 2026
- $1.8BPrior quarter
- $2.0BCurrent quarter
- +$0.3BNet delta
- +14.0%% change
Methodology & FAQ
How Investure, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Investure, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Investure, LLC buy in Q1 2026?
In Q1 2026, Investure, LLC initiated 2 new positions (J P MORGAN EXCHANGE TRADED F (BBJP), AMERICAN HOMES 4 RENT (AMH)); bought more shares of ISHARES INC (IEMG), ISHARES BY BLACKROCK (AGG), AVALONBAY CMNTYS INC (AVB), INVITATION HOMES INC (INVH), EQUITY RESIDENTIAL (EQR) — the largest 5 of 11 adds.
What stocks did Investure, LLC sell in Q1 2026?
In Q1 2026, Investure, LLC reduced holdings in VANGUARD INDEX FDS (VOO).
Which positions did Investure, LLC initiate in Q1 2026?
Investure, LLC established 2 new positions in Q1 2026: J P MORGAN EXCHANGE TRADED F (BBJP, 11.1%), AMERICAN HOMES 4 RENT (AMH, 1.1%).
Which existing positions saw the largest allocation increases for Investure, LLC in Q1 2026?
Of 11 existing positions with share-count increases in Q1 2026, the largest were: ISHARES INC (IEMG, +6.5% weight, +306.5% shares), ISHARES BY BLACKROCK (AGG, +0.0% weight, +113.3% shares), AVALONBAY CMNTYS INC (AVB, +0.2% weight, +46.5% shares), INVITATION HOMES INC (INVH, +0.1% weight, +46.1% shares), EQUITY RESIDENTIAL (EQR, +0.2% weight, +44.2% shares), UDR INC (UDR, +0.1% weight, +38.2% shares), ESSEX PPTY TR INC (ESS, +0.1% weight, +38.1% shares), MID-AMER APT CMNTYS INC (MAA, +0.0% weight, +31.8% shares), CAMDEN PPTY TR (CPT, +0.0% weight, +30.1% shares), ISHARES TR (IEFA, +0.6% weight, +19.2% shares).
Which positions did Investure, LLC fully exit in Q1 2026?
Investure, LLC fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for Investure, LLC in Q1 2026?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: VANGUARD INDEX FDS (VOO, -18.0% weight, -14.3% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.