Virtus Opportunities Trust Buys Kimco Realty Corp, Simon Property Group Inc, Healthcare Trust ...

Virtus Opportunities Trust Buys Kimco Realty Corp, Simon Property Group Inc, Healthcare Trust ...

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Investment company Virtus Opportunities Trust (Current Portfolio) buys Kimco Realty Corp, Simon Property Group Inc, Healthcare Trust of America Inc, sells , , SBA Communications Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Virtus Opportunities Trust. As of 2021Q3, Virtus Opportunities Trust owns 32 stocks with a total value of $532 million. These are the details of the buys and sells.

  • New Purchases: KIM,

  • Added Positions: SPG, HTA, MAA, AIRC, HST, REXR, REG,

  • Reduced Positions: EQIX, PEAK, ARE, SBAC, CONE, SUI, STOR, WELL, EXR,

  • Sold Out: VER, WRI,


For the details of Virtus Duff & Phelps Real Estate Securities Fund's stock buys and sells,
go to https://www.gurufocus.com/guru/virtus+duff+%26+phelps+real+estate+securities+fund/current-portfolio/portfolio

These are the top 5 holdings of Virtus Duff & Phelps Real Estate Securities Fund

  1. Prologis Inc (PLD) - 368,744 shares, 8.69% of the total portfolio.

  2. Equinix Inc (EQIX) - 53,381 shares, 7.92% of the total portfolio. Shares reduced by 7.69%

  3. Simon Property Group Inc (SPG) - 202,596 shares, 4.95% of the total portfolio. Shares added by 27.63%

  4. Sun Communities Inc (SUI) - 139,865 shares, 4.86% of the total portfolio. Shares reduced by 3.58%

  5. Duke Realty Corp (DRE) - 518,193 shares, 4.66% of the total portfolio.

New Purchase: Kimco Realty Corp (KIM)

Virtus Opportunities Trust initiated holding in Kimco Realty Corp. The purchase prices were between $19.57 and $22.3, with an estimated average price of $21.38. The stock is now traded at around $22.960000. The impact to a portfolio due to this purchase was 1.64%. The holding were 420,920 shares as of 2021-09-30.

Added: Simon Property Group Inc (SPG)

Virtus Opportunities Trust added to a holding in Simon Property Group Inc by 27.63%. The purchase prices were between $117.19 and $136.42, with an estimated average price of $130.23. The stock is now traded at around $152.420000. The impact to a portfolio due to this purchase was 1.07%. The holding were 202,596 shares as of 2021-09-30.

Added: Healthcare Trust of America Inc (HTA)

Virtus Opportunities Trust added to a holding in Healthcare Trust of America Inc by 21.18%. The purchase prices were between $26.87 and $31.28, with an estimated average price of $29.16. The stock is now traded at around $33.790000. The impact to a portfolio due to this purchase was 0.55%. The holding were 568,800 shares as of 2021-09-30.