Investure, LLC
CIK
1476993
Location
CHARLOTTESVILLE, VA
Portfolio Value
Small
$187,149,690
Diversification
Diversified
Filing Date
Global Rank
#4,012
/ 8,232
▲ 1060
Top Industry
REIT - Residential
100.0%
3Y Alpha vs SPY
-17.7%
Period ended 2 months ago
Filed May 8, 2026 · 36d
24 quarters · since Jun 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.9%
SPY
+76.5%
Annualised alpha
-17.7%
Max drawdown
−23.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.2%
−2.1 pts
Top 5
63.7%
−9.1 pts
Top 10
100.0%
0.0 pts
HHI
1,251
Diversified−180
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 100.0% | $187,149,690 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INVH | Invitation Homes Inc. | +299,290 | 949,206 | $23,587,769 | |
| UDR | UDR, Inc. | +188,430 | 682,339 | $23,049,411 | |
| EQR | Equity Residential | +128,370 | 419,069 | $24,787,931 | |
| CPT | Camden Property Trust | +55,020 | 237,748 | $23,218,469 | |
| AVB | Avalonbay Communities Inc | +45,030 | 141,930 | $23,184,265 | |
| MAA | Mid America Apartment Communities Inc. | +44,680 | 185,368 | $22,637,140 | |
| ESS | Essex Property Trust, Inc. | +27,790 | 100,821 | $24,398,682 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMH | American Homes 4 Rent | 798,210 | $22,286,023 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
8 positions ·
$187,149,690 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EQR |
Equity Residential
Real Estate
|
Added | 419,069 | $24,787,931 | 13.24% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Added | 100,821 | $24,398,682 | 13.04% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
Added | 949,206 | $23,587,769 | 12.60% | |
| CPT |
Camden Property Trust
Real Estate
|
Added | 237,748 | $23,218,469 | 12.41% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Added | 141,930 | $23,184,265 | 12.39% | |
| UDR |
UDR, Inc.
Real Estate
|
Added | 682,339 | $23,049,411 | 12.32% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Added | 185,368 | $22,637,140 | 12.10% | |
| AMH |
American Homes 4 Rent
Real Estate
|
NEW | 798,210 | $22,286,023 | 11.91% |