Naviter Wealth, LLC Purchases in Q2 2025

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
360
+ 1.17%
$56.1 - $64.74 $20.2K - $23.3K
31.2K $1.94M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
11.9K
New
$10.68 - $12.73 $127K - $152K
11.9K $127K
ESS
Essex Property Trust, Inc.

Real Estate
399
+ 8.89%
N/A
4.89K $1.33M
ET
Energy Transfer LP

Energy
5.8K
+ 36.94%
$15.65 - $18.93 $90.8K - $110K
21.5K $389K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.13K
+ 12.94%
N/A
44.7K $848K
SUI
Sun Communities Inc

Real Estate
870
+ 11.98%
$114.62 - $132.25 $99.7K - $115K
8.13K $1.03M
O
Realty Income Corp

Real Estate
1.97K
+ 3.63%
$52.27 - $58.52 $103K - $115K
56.3K $3.25M
INVH
Invitation Homes Inc.

Real Estate
4.81K
+ 14.12%
$30.53 - $35.47 $147K - $171K
38.9K $1.27M
MS
Morgan Stanley

Financial Services
146
+ 5.45%
$99.83 - $140.86 $14.6K - $20.6K
2.82K $397K
WPC
W. P. Carey Inc.

Real Estate
1.54K
+ 9.65%
$56.12 - $64.53 $86.6K - $99.6K
17.5K $1.09M
CRM
Salesforce, Inc.

Technology
128
+ 1.39%
$236.26 - $291.15 $30.2K - $37.3K
9.36K $2.55M
SO
Southern CO

Utilities
825
+ 2.75%
$84.91 - $92.56 $70.1K - $76.4K
30.8K $2.83M
INTC
Intel Corp

Technology
3.68K
+ 11.32%
$18.13 - $22.69 $66.7K - $83.5K
36.2K $810K
BXSL
Blackstone Secured Lending Fund

Financial Services
9.82K
+ 6.66%
$26.88 - $32.74 $264K - $322K
157K $4.84M
KIM
Kimco Realty Corp

Real Estate
3.54K
+ 7.66%
$18.7 - $21.69 $66.1K - $76.7K
49.7K $1.04M
AINV
Apollo Investment Corp

Financial Services
5.77K
+ 2.92%
N/A
203K $2.26M
EQR
Equity Residential

Real Estate
2.41K
+ 9.65%
$61.82 - $71.72 $149K - $173K
27.4K $1.85M
AVB
Avalonbay Communities Inc

Real Estate
853
+ 8.33%
$187.23 - $215.61 $160K - $184K
11.1K $2.26M
EPD
Enterprise Products Partners L.P.

Energy
2.67K
+ 33.02%
$28.95 - $34.22 $77.2K - $91.2K
10.7K $333K
CPT
Camden Property Trust

Real Estate
992
+ 16.17%
$106.53 - $122.8 $106K - $122K
7.13K $802K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
440
+ 8.55%
$51.16 - $62.02 $22.5K - $27.3K
5.59K $346K
SPGI
S&P Global Inc.

Financial Services
53
+ 8.14%
$438.31 - $527.29 $23.2K - $27.9K
704 $371K
SPG
Simon Property Group Inc

Real Estate
1.04K
+ 4.34%
$140.37 - $171.44 $147K - $179K
25.1K $4.03M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.91K
+ 4.07%
$12.23 - $15.46 $72.3K - $91.4K
151K $2.28M
VO
Vanguard Mid Cap ETF

ETFs
36
+ 2.88%
$228.54 - $279.83 $8.23K - $10.1K
1.29K $359K
TRIN
Trinity Capital Inc.

Financial Services
3.37K
+ 18.12%
$13.53 - $15.52 $45.6K - $52.3K
22K $309K
PGR
Progressive Corp

Financial Services
422
+ 7.83%
$255.27 - $288.74 $108K - $122K
5.81K $1.55M
VTR
Ventas, Inc.

Real Estate
3.07K
+ 10.17%
$62.45 - $70.08 $192K - $215K
33.2K $2.1M
CB
Chubb LTD

Financial Services
116
+ 11.67%
$274.32 - $302.46 $31.8K - $35.1K
1.11K $321K
BXP
Boston Properties Inc

Real Estate
232
+ 3.43%
$56.86 - $74.12 $13.2K - $17.2K
7K $472K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.76K
+ 10.77%
$45.92 - $50.78 $81K - $89.5K
18.1K $846K
TXN
Texas Instruments Inc

Technology
59
+ 0.49%
N/A
12K $2.34M
UDR
Udr, Inc.

Real Estate
1.85K
+ 10.73%
$38.09 - $45.36 $70.5K - $84K
19.1K $779K
Oaktree Specialty Lending CO
19.8K
+ 12.68%
N/A
176K $0
Innventure Inc
29.5K
New
N/A
29.5K $0
Blackrock Inc
23
+ 7.08%
N/A
348 $0
Linde PLC
209
+ 3.0%
N/A
7.18K $0
Natwest Group PLC
48.5K
New
N/A
48.5K $0
Ishares Bitcoin Trust ETF
2.17K
+ 34.11%
N/A
8.52K $0
Morgan Stanley Direct Lendin
6.01K
+ 3.45%
N/A
180K $0
NEE
Nextera Energy Inc

Utilities
98
+ 2.1%
$64.11 - $75.0 $6.28K - $7.35K
4.77K $331K
Gsk PLC
2.18K
+ 4.67%
N/A
48.9K $0
NMFC
New Mountain Finance Corp

Financial Services
8.08K
+ 4.09%
$9.11 - $11.09 $73.6K - $89.6K
206K $2.17M
EOG
Eog Resources Inc

Energy
160
+ 4.78%
$104.61 - $129.97 $16.7K - $20.8K
3.51K $419K
PAA
Plains All American Pipeline LP

Energy
350
+ 2.43%
$16.03 - $20.28 $5.61K - $7.1K
14.8K $270K
RIO
Rio Tinto PLC

Basic Materials
245
+ 1.13%
$52.32 - $62.75 $12.8K - $15.4K
21.8K $1.27M
MDT
Medtronic PLC

Healthcare
318
+ 1.63%
$80.68 - $88.86 $25.7K - $28.3K
19.9K $1.73M
PFE
Pfizer Inc

Healthcare
685
+ 1.29%
$21.59 - $24.84 $14.8K - $17K
54K $1.31M
MAA
Mid America Apartment Communities Inc.

Real Estate
754
+ 8.8%
$145.91 - $168.0 $110K - $127K
9.32K $1.38M
Activity Summary
Buys All Purchases 157 New Holdings 36 Increased Positions 121 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email