Envestnet Asset Management Inc Reduced Holdings in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLIC
First Of Long Island Corp

Financial Services
-829
- 1.78%
$11.04 - $14.07 $9.15K - $11.7K
45.9K $566K
NHI
National Health Investors Inc

Real Estate
-337
- 3.35%
$65.79 - $76.06 $22.2K - $25.6K
9.73K $718K
SLVP
Ishares Msci Global Silver And

ETFs
-1.22K
- 10.47%
$11.88 - $15.41 $14.5K - $18.8K
10.4K $156K
DAN
Dana Inc

Consumer Cyclical
-967
- 4.73%
$11.27 - $16.88 $10.9K - $16.3K
19.5K $259K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-130
- 1.84%
$45.93 - $50.37 $5.97K - $6.55K
6.92K $344K
PSTL
Postal Realty Trust, Inc.

Real Estate
-1
- -0.0%
$12.42 - $14.39 $12.4 - $14.4
20.6K $293K
LVHD
Franklin U.S. Low Volatility H

ETFs
-1.25K
- 4.25%
$37.44 - $41.02 $46.7K - $51.2K
28.1K $1.15M
JXI
Ishares Tr Global Utils ETF

ETFs
-64
- 0.94%
$62.9 - $69.09 $4.03K - $4.42K
6.77K $467K
CIL
Victory Portfolios Ii Shs Intl

ETFs
-71
- 0.74%
$41.3 - $46.49 $2.93K - $3.3K
9.48K $429K
SGRY
Surgery Partners, Inc.

Healthcare
-2.23K
- 6.81%
$19.85 - $25.87 $44.2K - $57.6K
30.5K $723K
IMAX
Imax Corp

Communication Services
-469
- 0.75%
$22.39 - $27.37 $10.5K - $12.8K
61.9K $1.63M
EMF
Templeton Emerging Markets Fund

Financial Services
-1.73K
- 2.64%
$11.76 - $13.49 $20.4K - $23.4K
63.8K $820K
DBE
Invesco Db Energy Fund

ETFs
-972
- 1.8%
$18.43 - $20.34 $17.9K - $19.8K
53.1K $1.04M
IAG
Iamgold Corp

Basic Materials
-667
- 1.6%
$5.11 - $6.61 $3.41K - $4.41K
41K $255K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-8.08K
- 6.59%
$31.43 - $34.08 $254K - $275K
115K $3.9M
MPW
Medical Properties Trust Inc

Real Estate
-18.8K
- 24.0%
$3.83 - $6.21 $72K - $117K
59.5K $358K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-10.2K
- 5.18%
$160.89 - $187.27 $1.64M - $1.91M
187K $32.3M
ALKS
Alkermes Plc.

Healthcare
-4.49K
- 9.43%
$28.08 - $36.0 $126K - $162K
43.1K $1.42M
PJP
Invesco Exchange Traded Fd Tr

ETFs
-214
- 1.14%
$81.43 - $87.33 $17.4K - $18.7K
18.5K $1.6M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-700
- 0.54%
$16.06 - $16.99 $11.2K - $11.9K
129K $2.15M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-27.1K
- 2.67%
$39.18 - $43.52 $1.06M - $1.18M
987K $41.3M
EQX
Equinox Gold Corp.

Basic Materials
-2.2K
- 5.34%
$5.09 - $7.16 $11.2K - $15.7K
39K $268K
FOX
Fox Corp Cl B (De)

Communication Services
-427
- 3.46%
$45.64 - $54.23 $19.5K - $23.2K
11.9K $628K
FRME
First Merchants Corp

Financial Services
-718
- 0.4%
$37.99 - $45.25 $27.3K - $32.5K
177K $7.15M
CASS
Cass Information Systems Inc

Industrials
-848
- 1.8%
$38.87 - $45.08 $33K - $38.2K
46.4K $2M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-5.07K
- 6.08%
$43.6 - $49.84 $221K - $253K
78.4K $3.72M
IDV
Ishares Tr

ETFs
-631K
- 11.69%
$27.0 - $31.7 $17M - $20M
4.76M $148M
ENIC
Enel Chile S.A.

Utilities
-7.4K
- 2.79%
$2.85 - $3.47 $21.1K - $25.7K
258K $843K
TPL
Texas Pacific Land Corp

Energy
-682
- 14.74%
$1180.08 - $1431.01 $805K - $976K
3.94K $5.23M
AFYA
Afya LTD

Consumer Defensive
-370
- 0.55%
$14.88 - $18.07 $5.51K - $6.69K
66.5K $1.19M
KXI
Ishares Tr Global Consumer Sta

ETFs
-1.58K
- 2.55%
$58.57 - $64.8 $92.8K - $103K
60.5K $3.87M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-1.15K
- 2.54%
$61.25 - $72.83 $70.1K - $83.4K
44K $3.11M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-2.01K
- 0.66%
$59.15 - $62.71 $119K - $126K
304K $18.7M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-5.26K
- 5.09%
$47.39 - $54.26 $249K - $285K
98K $5.1M
ZS
Zscaler, Inc.

Technology
-1.55K
- 6.06%
$181.66 - $216.87 $282K - $336K
24K $4.77M
GNR
Spdr S&P Global Natural Resour

ETFs
-9.53K
- 4.99%
$50.12 - $54.48 $477K - $519K
181K $9.66M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-6.9K
- 5.5%
$51.78 - $56.0 $357K - $387K
119K $6.58M
CRS
Carpenter Technology Corp

Industrials
-126
- 0.75%
$172.39 - $212.53 $21.7K - $26.8K
16.7K $3.03M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-11.1K
- 10.55%
$14.09 - $18.05 $157K - $201K
94.5K $1.69M
IYG
Ishares Tr

ETFs
-11.2K
- 0.78%
$74.6 - $84.81 $838K - $952K
1.43M $112M
VTR
Ventas, Inc.

Real Estate
-49.3K
- 13.62%
$56.9 - $70.47 $2.8M - $3.47M
313K $21.5M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-436
- 0.53%
$27.4 - $30.58 $11.9K - $13.3K
81.7K $2.48M
DERM
Journey Medical Corp

Healthcare
-404
- 0.39%
$3.66 - $6.54 $1.48K - $2.64K
103K $608K
CWEN
Clearway Energy, Inc.

Utilities
-1.4K
- 2.58%
$24.63 - $30.42 $34.5K - $42.6K
53K $1.6M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-15.5K
- 3.05%
$20.96 - $23.51 $326K - $365K
495K $11.1M
RDN
Radian Group Inc

Financial Services
-1.59K
- 0.83%
$30.6 - $34.58 $48.5K - $54.8K
189K $6.25M
FXI
Ishares Tr

ETFs
-8.73K
- 8.94%
$28.65 - $38.55 $250K - $336K
88.9K $3.18M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-93.5K
- 9.49%
$12.89 - $15.19 $1.21M - $1.42M
891K $13.3M
STWD
Starwood Property Trust, Inc.

Real Estate
-7.77K
- 1.73%
$18.41 - $20.53 $143K - $160K
442K $8.75M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email