Toroso Investments, LLC Purchases in Q2 2025

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
64
+ 5.22%
$176.34 - $218.59 $11.3K - $14K
1.29K $280K
EQH
Equitable Holdings, Inc.

Financial Services
171
+ 2.29%
$43.98 - $56.1 $7.52K - $9.59K
7.62K $427K
AM
Antero Midstream Corp

Energy
856
+ 3.68%
$15.88 - $18.99 $13.6K - $16.3K
24.1K $456K
VRE
Veris Residential, Inc.

Real Estate
5.19K
+ 26.37%
$14.58 - $17.11 $75.6K - $88.7K
24.8K $370K
TNP
Tsakos Energy Navigation LTD

Energy
1.48K
+ 13.17%
N/A
12.7K $317K
CANG
Cango Inc.

Consumer Cyclical
1.37K
+ 4.95%
$3.41 - $5.24 $4.66K - $7.17K
29K $140K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
3.61K
+ 17.39%
$28.49 - $33.82 $103K - $122K
24.3K $722K
CBU
Community Bank System, Inc.

Financial Services
612
+ 1.76%
$50.88 - $58.16 $31.1K - $35.6K
35.4K $2.01M
CSR
Centerspace

Real Estate
1.03K
+ 16.51%
$56.21 - $65.22 $57.7K - $66.9K
7.24K $435K
HRB
H&R Block Inc

Consumer Cyclical
621
+ 4.11%
$54.32 - $63.04 $33.7K - $39.1K
15.7K $862K
UDR
Udr, Inc.

Real Estate
2.59K
+ 14.87%
$38.09 - $45.36 $98.7K - $117K
20K $817K
TDC
Teradata Corp

Technology
1.53K
+ 6.46%
$19.2 - $23.59 $29.4K - $36.1K
25.2K $562K
NWBI
Northwest Bancshares, Inc.

Financial Services
1.69K
+ 14.18%
$10.9 - $12.84 $18.4K - $21.7K
13.6K $173K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
946
+ 2.24%
$18.96 - $20.43 $17.9K - $19.3K
43.1K $880K
KIRK
Kirkland'S, Inc

Consumer Cyclical
26K
New
$1.05 - $1.41 $27.3K - $36.6K
26K $28K
RWAY
Runway Growth Finance Corp.

Financial Services
1.02K
+ 2.25%
$8.64 - $10.73 $8.8K - $10.9K
46.3K $497K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
938
+ 2.24%
$18.65 - $19.82 $17.5K - $18.6K
42.7K $847K
GNK
Genco Shipping & Trading LTD

Industrials
2.32K
+ 14.47%
$11.36 - $14.56 $26.3K - $33.7K
18.3K $239K
IDA
Idacorp Inc

Utilities
359
+ 1.8%
$111.01 - $119.72 $39.9K - $43K
20.3K $2.34M
INFY
Infosys LTD

Technology
888
+ 2.53%
$16.14 - $18.75 $14.3K - $16.7K
35.9K $665K
AIV
Apartment Investment & Management CO

Real Estate
3.44K
+ 8.79%
$7.24 - $8.85 $24.9K - $30.5K
42.6K $368K
RNW
Re New Energy Global PLC

Utilities
1.75K
+ 15.37%
$5.61 - $7.06 $9.83K - $12.4K
13.2K $90K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
564
+ 4.69%
$31.06 - $39.3 $17.5K - $22.2K
12.6K $457K
PTEN
Patterson Uti Energy Inc

Energy
24.8K
+ 45.55%
$5.46 - $8.56 $135K - $212K
79.2K $469K
LNC
Lincoln National Corp

Financial Services
1.17K
+ 8.36%
$28.95 - $37.27 $33.9K - $43.7K
15.2K $525K
CHX
Champion X Corp

Energy
7.2K
+ 22.57%
$22.52 - $30.02 $162K - $216K
39.1K $970K
ARCC
Ares Capital Corp

Financial Services
1.46K
+ 2.25%
$18.91 - $22.43 $27.5K - $32.7K
66.3K $1.46M
NOK
Nokia Corp

Technology
4.8K
+ 6.81%
$4.65 - $5.43 $22.3K - $26.1K
75.3K $390K
AVTR
Avantor, Inc.

Basic Materials
6.78K
+ 25.48%
$11.94 - $16.29 $80.9K - $110K
33.4K $449K
BCO
Brinks CO

Industrials
38
+ 0.85%
$82.06 - $94.4 $3.12K - $3.59K
4.49K $401K
CMRE
Costamare Inc.

Industrials
5.51K
+ 12.2%
$6.84 - $10.34 $37.7K - $57K
50.7K $461K
OPI
Office Properties Income Trust

Real Estate
92.7K
+ 308.11%
$0.18 - $0.45 $16.7K - $41.7K
123K $30K
INDB
Independent Bank Corp

Financial Services
251
+ 5.31%
$53.62 - $65.63 $13.5K - $16.5K
4.98K $313K
LUMN
Lumen Technologies, Inc.

Communication Services
1.89K
+ 10.48%
$3.07 - $4.51 $5.81K - $8.53K
19.9K $87K
BHC
Bausch Health Companies Inc.

Healthcare
1.28K
+ 2.61%
$4.32 - $6.66 $5.51K - $8.5K
50.1K $333K
KRO
Kronos Worldwide Inc

Basic Materials
12.5K
+ 25.92%
$6.0 - $7.75 $75.3K - $97.2K
60.9K $377K
BEKE
Ke Holdings Inc.

Real Estate
3.52K
+ 16.91%
$17.53 - $22.08 $61.6K - $77.6K
24.3K $431K
WIT
Wipro LTD

Technology
4.4K
+ 19.26%
$2.7 - $3.09 $11.9K - $13.6K
27.3K $82K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
94
+ 4.64%
$139.81 - $165.8 $13.1K - $15.6K
2.12K $329K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
304
+ 2.6%
$26.63 - $32.97 $8.1K - $10K
12K $363K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
7.69K
+ 11.39%
$0.87 - $1.19 $6.69K - $9.16K
75.2K $80K
REI
Ring Energy, Inc.

Energy
12K
New
$0.74 - $1.17 $8.91K - $14.1K
12K $9K
SLSSF
Solaris Res Inc Com New
2.59K
+ 5.43%
N/A
50.2K $144K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
2.08K
+ 6.78%
$13.4 - $15.08 $27.8K - $31.3K
32.7K $457K
VLY
Valley National Bancorp

Financial Services
684
+ 4.01%
$7.87 - $9.2 $5.38K - $6.29K
17.7K $158K
ASC
Ardmore Shipping Corp

Industrials
881
+ 5.51%
$8.51 - $10.54 $7.5K - $9.29K
16.9K $162K
SB
Safe Bulkers, Inc.

Industrials
2.42K
+ 5.93%
$3.05 - $3.88 $7.39K - $9.4K
43.3K $156K
FE
Firstenergy Corp

Utilities
140
+ 1.56%
$38.31 - $43.17 $5.36K - $6.04K
9.09K $365K
CWT
California Water Service Group

Utilities
880
+ 6.9%
$44.67 - $51.36 $39.3K - $45.2K
13.6K $619K
Activity Summary
Buys All Purchases 1147 New Holdings 237 Increased Positions 910 Sells All Sells 618 Reductions 618 Sold out 0 Options Calls 83 Puts 33
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