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CIK: 0001533497
Total reported value
$1.1B
$1.1B
49 檔
41.5%
In Q3 2024, Liberty Mutual Group Asset Management Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 49 disclosed stock positions.
In Q3 2024, Liberty Mutual Group Asset Management Inc. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 81 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 22.34% | +4.59% | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 21.20% | — | — | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 13.12% | +0.42% | — | |
| 4 | QXO | Qxo Inc | Stock-Industrials | 9.80% | -0.19% | — | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 5.62% | — | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.81% | — | -66.29% | |
| 7 | AMT | American Tower CORP | Stock-Real Estate | 1.83% | — | -10.24% | |
| 8 | EQIX | Equinix Inc | Stock-Real Estate | 1.79% | — | -8.90% | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 1.43% | — | -12.41% | |
| 10 | AMPSUSD | Altus Power Inc | Stock-Other | 1.41% | — | — | |
| 11 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.18% | — | -7.52% | |
| 12 | EXR | Extra Space Storage Inc | Stock-Real Estate | 1.05% | — | -7.56% | |
| 13 | WELL | Welltower Inc | Stock-Real Estate | 1.01% | — | -40.50% | |
| 14 | VICI | Vici Properties Inc | Stock-Real Estate | 0.96% | — | -3.77% | |
| 15 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.91% | — | -15.95% | |
| 16 | REG | Regency Centers CORP | Stock-Real Estate | 0.86% | — | -1.32% | |
| 17 | ADC | Agree Realty CORP | Stock-Real Estate | 0.83% | — | -16.06% | |
| 18 | VTR | Ventas Inc | Stock-Real Estate | 0.68% | — | +177.25% | |
| 19 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.59% | — | +17.74% | |
| 20 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.58% | — | -16.42% | |
| 21 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.51% | — | -22.18% | |
| 22 | SUI | Sun Communities Inc | Stock-Real Estate | 0.49% | — | -27.49% | |
| 23 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.49% | — | -9.22% | |
| 24 | CUBE | Cubesmart | Stock-Real Estate | 0.49% | — | +0.46% | |
| 25 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 0.49% | — | -8.08% | |
| 26 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.48% | — | -16.36% | |
| 27 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.48% | — | +68.35% | |
| 28 | EPR | Epr Properties | Stock-Real Estate | 0.48% | — | -2.07% | |
| 29 | SMC | Summit Midstream CORP | Stock-Other | 0.45% | — | — | |
| 30 | BXP | Bxp Inc | Stock-Real Estate | 0.44% | — | -11.01% | |
| 31 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.43% | +0.24% | — | |
| 32 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.42% | — | -4.97% | |
| 33 | CCI | Crown Castle Inc | Stock-Real Estate | 0.42% | — | -16.67% | |
| 34 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.40% | — | -39.88% | |
| 35 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.40% | — | +27.15% | |
| 36 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.39% | — | -9.91% | |
| 37 | LINE | Lineage Inc | Stock-Other | 0.33% | — | — | |
| 38 | PCH | Potlatchdeltic CORP | Stock-Other | 0.31% | — | -9.82% | |
| 39 | CUZ | Cousins Properties Inc | Stock-Real Estate | 0.29% | — | -6.08% | |
| 40 | PACS | Pacs Group Inc | Stock-Other | 0.23% | — | — | |
| 41 | PSA | Public Storage | Stock-Real Estate | 0.16% | — | +97.70% | |
| 42 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.13% | — | — | |
| 43 | KORE | Kore Group Holdings Inc | Stock-Other | 0.11% | +0.03% | — | |
| 44 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.08% | — | -27.91% | |
| 45 | RBRK | Rubrik Inc-a | Stock-Tech | 0.04% | +0.01% | — | |
| 46 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.03% | — | — | |
| 47 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.03% | -36.17% | — | |
| 48 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.01% | — | — | |
| 49 | GCTS-WS | Concord Acq Cl A -cw28 | Stock-Other | — | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +22.3% | NEW | New buy |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +21.2% | NEW | New buy |
| 3 | USHY | Ishares Broad Usd High Yield | +13.1% | NEW | New buy |
| 4 | QXO | Qxo Inc | +9.8% | NEW | New buy |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | +5.6% | NEW | New buy |
| 6 | VTR | Ventas Inc | +0.5% | +177.25% | Add |
| 7 | SMC | Summit Midstream CORP | +0.5% | NEW | New buy |
| 8 | LINE | Lineage Inc | +0.3% | NEW | New buy |
| 9 | PACS | Pacs Group Inc | +0.2% | NEW | New buy |
| 10 | EGP | Eastgroup Properties Inc | +0.2% | +68.35% | Add |
| 11 | FRT | Federal Realty Invs Trust | +0.2% | +17.74% | Add |
| 12 | AMT | American Tower CORP | +0.2% | -10.24% | Trim |
| 13 | EQIX | Equinix Inc | +0.2% | -8.90% | Trim |
| 14 | OHI | Omega Healthcare Investors | +0.1% | +27.15% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 16 | REG | Regency Centers CORP | +0.1% | -1.32% | Trim |
| 17 | VICI | Vici Properties Inc | +0.1% | -3.77% | Trim |
| 18 | AFRM | Affirm Holdings Inc | +0.1% | — | Unchanged |
| 19 | KORE | Kore Group Holdings Inc | +0.1% | NEW | New buy |
| 20 | PSA | Public Storage | +0.1% | +97.70% | Add |
| 21 | CUBE | Cubesmart | +0.1% | +0.46% | Add |
| 22 | EXR | Extra Space Storage Inc | +0.1% | -7.56% | Trim |
| 23 | EPR | Epr Properties | +0.1% | -2.07% | Trim |
| 24 | BXP | Bxp Inc | +0.1% | -11.01% | Trim |
| 25 | EPRT | Essential Properties Realty | +0.1% | -4.97% | Trim |
| 26 | CUZ | Cousins Properties Inc | +0.1% | -6.08% | Trim |
| 27 | RBRK | Rubrik Inc-a | 0% | NEW | New buy |
| 28 | DOC | Healthpeak Properties Inc | 0% | -9.22% | Trim |
| 29 | ADC | Agree Realty CORP | 0% | -16.06% | Trim |
| 30 | AVB | Avalonbay Communities Inc | 0% | -7.52% | Trim |
| 31 | FRSH | Freshworks Inc-cl A | 0% | NEW | New buy |
| 32 | PLD | Prologis Inc | 0% | -12.41% | Trim |
| 33 | CCI | Crown Castle Inc | 0% | -16.67% | Trim |
| 34 | PCH | Potlatchdeltic CORP | 0% | -9.82% | Trim |
| 35 | STAG | Stag Industrial Inc | 0% | -9.91% | Trim |
| 36 | RHP | Ryman Hospitality Properties | 0% | -8.08% | Trim |
| 37 | CRGY | Crescent Energy Inc-a | — | — | Unchanged |
| 38 | OPEN | Opendoor Technologies Inc | — | — | Unchanged |
| 39 | CNDAW | Concord Acquisition A -cw28 | — | EXIT | Sold out |
| 40 | GCTS-WS | Concord Acq Cl A -cw28 | — | — | Unchanged |
| 41 | SPG | Simon Property Group Inc | 0% | -16.42% | Trim |
| 42 | VTMX | CORP Inmobiliaria Vesta-adr | 0% | EXIT | Sold out |
| 43 | MAA | Mid-america Apartment Comm | 0% | -15.95% | Trim |
| 44 | HST | Host Hotels & Resorts Inc | 0% | -27.91% | Trim |
| 45 | ETSY 0.125 10-01-26Bond | Etsy Inc | 0% | EXIT | Sold out |
| 46 | DDD 0 11-15-26Bond | 3d Systems CORP | 0% | EXIT | Sold out |
| 47 | JBTM 0.25 05-15-26Bond | Jbt Marel CORP | 0% | EXIT | Sold out |
| 48 | TDOC 1.25 06-01-27Bond | Teladoc Health Inc | 0% | EXIT | Sold out |
| 49 | DOCN 0 12-01-26Bond | Digitalocean Holdings | -0.1% | EXIT | Sold out |
| 50 | CABO 0 03-15-26Bond | Cable One Inc | -0.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Liberty Mutual Group Asset Management Inc. reported a total U.S. public equity portfolio value of $1.1B across 49 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, LQD, USHY) accounted for 41.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPY
市值: $147.5M
Top Position Liquidated / Trimmed
BKLN
前期市值: $296.9M
During Q3 2024, Liberty Mutual Group Asset Management Inc.'s top holdings by market value included SPY (22.3%)、LQD (21.2%)、USHY (13.1%). The largest single position, SPY, represented 22.3% of total portfolio value.
In Q3 2024, Liberty Mutual Group Asset Management Inc. made 125 total portfolio adjustments, initiating 12 new buys, adding to 6 positions, trimming 26 holdings, and fully liquidating 81 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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