Toroso Investments, LLC Incresed Positions in Q2 2025

Toroso Investments, LLC

  • $13.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INGN
Inogen Inc

Healthcare
7.35K
+ 38.8%
$5.75 - $7.32 $42.3K - $53.8K
26.3K $184K
EVRG
Evergy, Inc.

Utilities
721
+ 4.78%
$64.06 - $69.64 $46.2K - $50.2K
15.8K $1.09M
HLIT
Harmonic Inc

Technology
5.13K
+ 25.6%
$8.25 - $9.73 $42.3K - $49.9K
25.1K $238K
TKR
Timken CO

Industrials
569
+ 8.33%
$57.34 - $74.03 $32.6K - $42.1K
7.4K $537K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
9.95K
+ 54.7%
$3.99 - $4.93 $39.7K - $49.1K
28.1K $132K
THG
Hanover Insurance Group, Inc.

Financial Services
396
+ 7.23%
$150.66 - $178.04 $59.7K - $70.5K
5.87K $997K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
3.77K
+ 22.46%
$19.54 - $28.28 $73.7K - $107K
20.6K $492K
XRX
Xerox Holdings Corp

Technology
2.29K
+ 3.15%
$3.64 - $5.95 $8.32K - $13.6K
74.8K $394K
PSA
Public Storage

Real Estate
345
+ 3.5%
$266.31 - $309.77 $91.9K - $107K
10.2K $2.99M
MHO
M/I Homes, Inc.

Consumer Cyclical
581
+ 5.45%
$103.9 - $115.72 $60.4K - $67.2K
11.2K $1.26M
BIIB
Biogen Inc.

Healthcare
2.12K
+ 10.67%
$113.38 - $135.49 $240K - $287K
22K $2.76M
BRT
Brt Apartments Corp.

Real Estate
4.29K
+ 22.36%
$14.95 - $16.6 $64.1K - $71.1K
23.5K $366K
NAT
Nordic American Tankers LTD

Industrials
10K
+ 12.58%
N/A
89.5K $356K
DAO
Youdao, Inc.

Consumer Defensive
1.43K
+ 4.95%
$6.54 - $9.62 $9.34K - $13.7K
30.3K $260K
WU
Western Union CO

Financial Services
32.8K
+ 29.98%
$8.37 - $10.63 $275K - $349K
142K $1.2M
EQH
Equitable Holdings, Inc.

Financial Services
171
+ 2.29%
$43.98 - $56.1 $7.52K - $9.59K
7.62K $427K
XLY
Select Sector Spdr Consumer Di

ETFs
64
+ 5.22%
$176.34 - $218.59 $11.3K - $14K
1.29K $280K
VRE
Veris Residential, Inc.

Real Estate
5.19K
+ 26.37%
$14.58 - $17.11 $75.6K - $88.7K
24.8K $370K
AM
Antero Midstream Corp

Energy
856
+ 3.68%
$15.88 - $18.99 $13.6K - $16.3K
24.1K $456K
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
GATX
Gatx Corp

Industrials
265
+ 5.61%
$141.27 - $159.24 $37.4K - $42.2K
4.99K $765K
HRB
H&R Block Inc

Consumer Cyclical
621
+ 4.11%
$54.32 - $63.04 $33.7K - $39.1K
15.7K $862K
CSR
Centerspace

Real Estate
1.03K
+ 16.51%
$56.21 - $65.22 $57.7K - $66.9K
7.24K $435K
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
RWAY
Runway Growth Finance Corp.

Financial Services
1.02K
+ 2.25%
$8.64 - $10.73 $8.8K - $10.9K
46.3K $497K
GNK
Genco Shipping & Trading LTD

Industrials
2.32K
+ 14.47%
$11.36 - $14.56 $26.3K - $33.7K
18.3K $239K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
938
+ 2.24%
$18.65 - $19.82 $17.5K - $18.6K
42.7K $847K
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
PTEN
Patterson Uti Energy Inc

Energy
24.8K
+ 45.55%
$5.46 - $8.56 $135K - $212K
79.2K $469K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
564
+ 4.69%
$31.06 - $39.3 $17.5K - $22.2K
12.6K $457K
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
NOK
Nokia Corp

Technology
4.8K
+ 6.81%
$4.65 - $5.43 $22.3K - $26.1K
75.3K $390K
ARCC
Ares Capital Corp

Financial Services
1.46K
+ 2.25%
$18.91 - $22.43 $27.5K - $32.7K
66.3K $1.46M
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
LUMN
Lumen Technologies, Inc.

Communication Services
1.89K
+ 10.48%
$3.07 - $4.51 $5.81K - $8.53K
19.9K $87K
OPI
Office Properties Income Trust

Real Estate
92.7K
+ 308.11%
$0.18 - $0.45 $16.7K - $41.7K
123K $30K
BHC
Bausch Health Companies Inc.

Healthcare
1.28K
+ 2.61%
$4.32 - $6.66 $5.51K - $8.5K
50.1K $333K
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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