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CIK: 0001825985
Total reported value
$728.3M
$728.3M
63 檔
47.3%
The Q1 2024 SEC filing reveals that Vanderbilt University held a total portfolio value of $728.3M, covering 63 public equity positions.
During Q1 2024, Vanderbilt University's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VNQ, RSP, XME) accounted for 47.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 23.34% | -14.58% | EXIT | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 16.00% | -4.33% | — | |
| 3 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 12.10% | +0.72% | +0.18% | |
| 4 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 11.17% | +4.83% | +0.50% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 9.10% | +0.55% | — | |
| 6 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.32% | +0.39% | — | |
| 7 | EQIX | Equinix Inc | Stock-Real Estate | 1.41% | -0.65% | +506.36% | |
| 8 | PLD | Prologis Inc | Stock-Real Estate | 1.30% | -0.27% | +157.38% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +1.06% | NEW | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | +0.31% | +43.76% | |
| 11 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 1.10% | -0.16% | — | |
| 12 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.10% | -0.14% | +144.27% | |
| 13 | TENB | Tenable Holdings Inc | Stock-Other | 1.01% | — | +50.99% | |
| 14 | AMT | American Tower CORP | Stock-Real Estate | 0.91% | -0.44% | +209.90% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 0.83% | — | +34.65% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -1.14% | EXIT | |
| 17 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.78% | -0.16% | +176.20% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.72% | +19.87% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.24% | +95.59% | |
| 20 | VTR | Ventas Inc | Stock-Real Estate | 0.68% | -0.44% | EXIT | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | — | +88.99% | |
| 22 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.62% | -0.10% | +251.14% | |
| 23 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.62% | +0.43% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.04% | +44.81% | |
| 25 | CCI | Crown Castle Inc | Stock-Real Estate | 0.60% | -0.10% | +216.71% | |
| 26 | PSA | Public Storage | Stock-Real Estate | 0.60% | +0.07% | +159.40% | |
| 27 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.52% | — | +36.27% | |
| 28 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.52% | -0.24% | +261.54% | |
| 29 | O | Realty Income CORP | Stock-Real Estate | 0.51% | +0.18% | +216.71% | |
| 30 | SMARGBP | Smartsheet Inc-class A | Stock-Other | 0.51% | — | +62.20% | |
| 31 | EQR | Equity Residential | Stock-Real Estate | 0.49% | +0.02% | +260.94% | |
| 32 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.49% | -0.07% | +264.59% | |
| 33 | VICI | Vici Properties Inc | Stock-Real Estate | 0.46% | -0.10% | +141.71% | |
| 34 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.45% | -0.26% | +214.51% | |
| 35 | ENTG | Entegris Inc | Stock-Tech | 0.41% | — | +10.33% | |
| 36 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.38% | +0.07% | NEW | |
| 37 | SUI | Sun Communities Inc | Stock-Real Estate | 0.37% | +0.14% | NEW | |
| 38 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.26% | -0.03% | +226.14% | |
| 39 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.25% | -0.23% | +522.00% | |
| 40 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.22% | +0.08% | NEW | |
| 41 | WELL | Welltower Inc | Stock-Real Estate | 0.22% | -0.08% | +343.82% | |
| 42 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.22% | — | +221.70% | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.21% | +0.05% | +193.47% | |
| 44 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.18% | +0.14% | +312.91% | |
| 45 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.17% | — | +212.34% | |
| 46 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.17% | — | +207.83% | |
| 47 | UDR | Udr Inc | Stock-Real Estate | 0.17% | — | +187.70% | |
| 48 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.16% | -0.01% | +213.48% | |
| 49 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.15% | +0.14% | NEW | |
| 50 | CUBE | Cubesmart | Stock-Real Estate | 0.13% | -0.07% | — |
According to official SEC Form 13F filings, Vanderbilt University reported a total U.S. public equity portfolio value of $728.3M across 63 disclosed positions in Q1 2024.
During Q1 2024, Vanderbilt University's top holdings by market value included VNQ (23.3%)、RSP (16.0%)、XME (12.1%). The largest single position, VNQ, represented 23.3% of total portfolio value.
In Q1 2024, Vanderbilt University made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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