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CIK: 0001825985
Total reported value
$728.3M
$728.3M
76 檔
43.9%
The Q4 2024 SEC filing reveals that Vanderbilt University held a total portfolio value of $728.3M, covering 76 public equity positions.
Vanderbilt University executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 5 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including VNQ, RSP, XME) accounted for 43.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 19.61% | -14.58% | EXIT | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 15.77% | -4.33% | +0.35% | |
| 3 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 10.78% | +0.72% | +0.11% | |
| 4 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 9.16% | +4.83% | +0.63% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 7.30% | +0.55% | +1.17% | |
| 6 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.84% | +0.39% | +2.55% | |
| 7 | EQIX | Equinix Inc | Stock-Real Estate | 1.46% | -0.65% | -10.90% | |
| 8 | AMT | American Tower CORP | Stock-Real Estate | 1.45% | -0.44% | -9.69% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | +0.31% | -9.82% | |
| 10 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.21% | -0.16% | +18.00% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +1.06% | NEW | |
| 12 | PLD | Prologis Inc | Stock-Real Estate | 1.17% | -0.27% | +23.63% | |
| 13 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 1.09% | -1.20% | EXIT | |
| 14 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.06% | -0.14% | -8.99% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.24% | -25.24% | |
| 16 | FR | First Industrial Realty Tr | Stock-Real Estate | 1.02% | — | +80.59% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 1.00% | — | +4.42% | |
| 18 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 0.99% | -0.16% | +1.16% | |
| 19 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.97% | -0.26% | +130.18% | |
| 20 | TENB | Tenable Holdings Inc | Stock-Other | 0.95% | — | -11.57% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.72% | -21.84% | |
| 22 | CLMT | Calumet Inc | Stock-Other | 0.92% | — | — | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 0.89% | -1.14% | EXIT | |
| 24 | NCNO | Ncino Inc | Stock-Other | 0.80% | — | -13.73% | |
| 25 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.80% | — | -3.41% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.78% | — | +1.69% | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 0.76% | -0.08% | +6.18% | |
| 28 | PCOR | Procore Technologies Inc | Stock-Tech | 0.73% | — | +5.29% | |
| 29 | GE | General Electric | Stock-Industrials | 0.68% | — | — | |
| 30 | MSCI | Msci Inc | Stock-Financials | 0.63% | -0.12% | -11.02% | |
| 31 | ENTG | Entegris Inc | Stock-Tech | 0.61% | — | +10.52% | |
| 32 | VICI | Vici Properties Inc | Stock-Real Estate | 0.54% | -0.10% | -14.02% | |
| 33 | CCI | Crown Castle Inc | Stock-Real Estate | 0.54% | -0.10% | -14.07% | |
| 34 | EQR | Equity Residential | Stock-Real Estate | 0.54% | +0.02% | +2.46% | |
| 35 | CSGP | Costar Group Inc | Stock-Real Estate | 0.53% | -0.09% | — | |
| 36 | ✓ | Ferrovial Se | Stock-Other | 0.52% | -0.41% | EXIT | |
| 37 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.51% | -0.07% | +1.27% | |
| 38 | PSA | Public Storage | Stock-Real Estate | 0.45% | +0.07% | -18.81% | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.45% | +0.03% | -35.34% | |
| 40 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.44% | -0.24% | +21.21% | |
| 41 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.42% | +0.14% | -0.92% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.41% | +0.43% | -28.01% | |
| 43 | UDR | Udr Inc | Stock-Real Estate | 0.37% | — | +2.09% | |
| 44 | ADC | Agree Realty CORP | Stock-Real Estate | 0.36% | -0.17% | +52.83% | |
| 45 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.33% | -0.06% | +54.27% | |
| 46 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.30% | -0.23% | -11.03% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.28% | +0.18% | -50.59% | |
| 48 | SBRA | Sabra Health Care Reit Inc | Stock-Real Estate | 0.27% | -0.13% | -8.81% | |
| 49 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.25% | +0.05% | +32.41% | |
| 50 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.24% | -0.03% | -15.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLMT | Calumet Inc | +0.9% | NEW | New buy |
| 2 | GE | General Electric | +0.7% | NEW | New buy |
| 3 | XOP | Ss Spdr S&p Og Exp & Prod | +0.6% | +0.63% | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +0.35% | Add |
| 5 | CSGP | Costar Group Inc | +0.5% | NEW | New buy |
| 6 | INVH | Invitation Homes Inc | +0.5% | +130.18% | Add |
| 7 | ✓ | Ferrovial Se | +0.5% | NEW | New buy |
| 8 | FR | First Industrial Realty Tr | +0.4% | +80.59% | Add |
| 9 | DLR | Digital Realty Trust Inc | +0.3% | +18.00% | Add |
| 10 | ARE | Alexandria Real Estate Equit | +0.2% | NEW | New buy |
| 11 | SUI | Sun Communities Inc | +0.2% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.51% | Add |
| 13 | PCOR | Procore Technologies Inc | +0.2% | +5.29% | Add |
| 14 | SBAC | Sba Communications CORP | +0.2% | NEW | New buy |
| 15 | ADC | Agree Realty CORP | +0.1% | +52.83% | Add |
| 16 | NNN | Nnn Reit Inc | +0.1% | NEW | New buy |
| 17 | EPRT | Essential Properties Realty | +0.1% | +54.27% | Add |
| 18 | FRT | Federal Realty Invs Trust | +0.1% | NEW | New buy |
| 19 | KRG | Kite Realty Group Trust | +0.1% | +115.17% | Add |
| 20 | CUZ | Cousins Properties Inc | +0.1% | +83.88% | Add |
| 21 | VNO | Vornado Realty Trust | +0.1% | +47.55% | Add |
| 22 | EQIX | Equinix Inc | — | -10.90% | Trim |
| 23 | SPG | Simon Property Group Inc | 0% | -8.99% | Trim |
| 24 | NCNO | Ncino Inc | 0% | -13.73% | Trim |
| 25 | UNH | Unitedhealth Group Inc | -0.1% | +1.69% | Add |
| 26 | EXR | Extra Space Storage Inc | -0.1% | +1.27% | Add |
| 27 | CUBE | Cubesmart | -0.1% | EXIT | Sold out |
| 28 | AMZN | Amazon.com Inc | -0.1% | -25.24% | Trim |
| 29 | TENB | Tenable Holdings Inc | -0.1% | -11.57% | Trim |
| 30 | GDXJ | Vaneck Junior Gold Miners | -0.1% | +2.55% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | -9.82% | Trim |
| 32 | BSX | Boston Scientific CORP | -0.1% | -28.01% | Trim |
| 33 | CP | Canadian Pacific Kansas City | -0.1% | -3.41% | Trim |
| 34 | VICI | Vici Properties Inc | -0.1% | -14.02% | Trim |
| 35 | COLD | Americold Realty Trust Inc | -0.2% | -35.17% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.2% | -21.84% | Trim |
| 37 | DHR | Danaher CORP | -0.2% | -2.90% | Trim |
| 38 | PSA | Public Storage | -0.2% | -18.81% | Trim |
| 39 | MCO | Moody's CORP | -0.2% | -35.34% | Trim |
| 40 | BRX | Brixmor Property Group Inc | -0.2% | EXIT | Sold out |
| 41 | ELS | Equity Lifestyle Properties | -0.2% | -54.60% | Trim |
| 42 | CCI | Crown Castle Inc | -0.2% | -14.07% | Trim |
| 43 | O | Realty Income CORP | -0.3% | -50.59% | Trim |
| 44 | VNQ | Vanguard Real Estate ETF | -0.5% | +0.96% | Add |
| 45 | AMT | American Tower CORP | -0.5% | -9.69% | Trim |
| 46 | XME | Ss Spdr S&p Metals Mining | -0.6% | +0.11% | Add |
| 47 | GEV | GE Vernova Inc | -0.7% | EXIT | Sold out |
| 48 | GDX | Vaneck Gold Miners ETF | -0.7% | +1.17% | Add |
| 49 | SMARGBP | Smartsheet Inc-class A | -0.8% | EXIT | Sold out |
| 50 | V | Visa Inc-class A Shares | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Vanderbilt University reported a total U.S. public equity portfolio value of $728.3M across 76 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
CLMT
市值: $4.7M
Top Position Liquidated / Trimmed
V
前期市值: $4.9M
During Q4 2024, Vanderbilt University's top holdings by market value included VNQ (19.6%)、RSP (15.8%)、XME (10.8%). The largest single position, VNQ, represented 19.6% of total portfolio value.
In Q4 2024, Vanderbilt University made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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