Institutions / Naviter Wealth, LLC / Activity
Activity — Naviter Wealth, LLC
208 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Philip Morris International Inc. Common stock | $551.3K | +3K +64.94% | 7,678 0.13% of portfolio | low |
| Q2 2026 as of | Add | 636274409 Common stock | $538.6K | +6K +32.84% | 25,630 0.20% of portfolio | low |
| Q2 2026 as of | Add | Vici Properties Inc. Common stock | $515.0K | +19K +31.30% | 79,892 0.20% of portfolio | low |
| Q2 2026 as of | Add | IBN Icici Bank Ltd ADR | $510.5K | +18K +34.08% | 69,186 0.18% of portfolio | low |
| Q2 2026 as of | Add | Essex Property Trust, Inc. Common stock | $507.7K | +2K +38.73% | 6,183 0.17% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $503.9K | +3K +24.89% | 13,685 0.23% of portfolio | low |
| Q2 2026 as of | Add | 464288521 Common stock | $496.9K | +7K +11.89% | 70,349 0.42% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $491.2K | +7K +23.23% | 36,495 0.24% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $473.0K | +4K +17.97% | 24,004 0.28% of portfolio | low |
| Q2 2026 as of | Add | Kimco Realty Corporation Common stock | $461.7K | +18K +38.01% | 66,139 0.15% of portfolio | low |
| Q2 2026 as of | Add | Mid America Apartment Communities Inc. Common stock | $461.0K | +3K +38.71% | 11,890 0.15% of portfolio | low |
| Q2 2026 as of | Add | 639057207 Common stock | $453.4K | +26K +54.69% | 72,736 0.12% of portfolio | low |
| Q2 2026 as of | Add | 767204100 Common stock | $442.0K | +5K +22.70% | 25,169 0.22% of portfolio | low |
| Q2 2026 as of | Add | Weyerhaeuser Co Common stock | $438.4K | +18K +48.89% | 55,772 0.12% of portfolio | low |
| Q2 2026 as of | Add | 464285204 Common stock | $437.4K | +6K +20.40% | 34,186 0.23% of portfolio | low |
| Q2 2026 as of | Add | 78468R663 Common stock | $435.7K | +5K +27.27% | 22,191 0.18% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $432.7K | +1K +12.61% | 10,954 0.35% of portfolio | low |
| Q2 2026 as of | Add | Invitation Homes Inc. Common stock | $431.6K | +14K +42.17% | 47,691 0.13% of portfolio | low |
| Q2 2026 as of | Add | 055622104 Common stock | $425.2K | +12K +23.00% | 61,548 0.21% of portfolio | low |
| Q2 2026 as of | Add | 03524A108 Common stock | $411.7K | +5K +30.37% | 21,447 0.16% of portfolio | low |
| Q2 2026 as of | Add | WP Carey Inc Common stock | $400.9K | +6K +34.13% | 21,749 0.14% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $399.9K | +9K +26.11% | 45,614 0.18% of portfolio | low |
| Q2 2026 as of | Add | 921932505 Common stock | $396.7K | +5K +562.95% | 5,655 0.04% of portfolio | low |
| Q2 2026 as of | Add | Sun Communities, Inc. Common stock | $374.1K | +3K +39.80% | 10,858 0.12% of portfolio | low |
| Q2 2026 as of | Add | HTGC Hercules Capital, Inc. Common Stock | $373.8K | +24K +12.22% | 217,666 0.31% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $371.5K | +894 +22.00% | 4,958 0.19% of portfolio | low |
| Q2 2026 as of | Add | 04016X101 Common stock | $359.1K | +387 +55.76% | 1,081 0.09% of portfolio | low |
| Q2 2026 as of | Add | Camden Property Trust Common stock | $356.3K | +3K +50.70% | 9,164 0.10% of portfolio | low |
| Q2 2026 as of | Add | 670100205 Common stock | $340.9K | +7K +22.13% | 39,243 0.17% of portfolio | low |
| Q2 2026 as of | Add | 654902204 Common stock | $325.1K | +24K +38.99% | 87,272 0.11% of portfolio | low |
| Q2 2026 as of | Add | Equity Lifestyle Properties Inc Common stock | $314.4K | +5K +57.51% | 13,251 0.08% of portfolio | low |
| Q2 2026 as of | Add | TAK Takeda Pharmaceutical Co Ltd ADR | $311.3K | +19K +47.23% | 59,492 0.09% of portfolio | low |
| Q2 2026 as of | Add | Intuitive Surgical Inc Common stock | $293.1K | +737 +24.24% | 3,778 0.14% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $282.0K | +12K +26.23% | 56,357 0.12% of portfolio | low |
| Q2 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $279.5K | +557 +17.77% | 3,692 0.17% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $277.8K | +2K +114.97% | 4,366 0.05% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $277.3K | +2K +19.48% | 12,562 0.15% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $277.1K | +3K +14.95% | 21,970 0.19% of portfolio | low |
| Q2 2026 as of | Add | Gaming and Leisure Properties Inc Common stock | $273.2K | +6K +37.63% | 22,438 0.09% of portfolio | low |
| Q2 2026 as of | Add | VALE Vale S.A. ADR | $256.6K | +17K +35.79% | 64,731 0.09% of portfolio | low |
| Q2 2026 as of | Add | TM Toyota Motor Corporation ADR | $242.0K | +1K +6.28% | 24,320 0.37% of portfolio | low |
| Q2 2026 as of | Add | ITUB Itau Unibanco Holding S.A. ADR | $233.9K | +28K +39.27% | 99,882 0.08% of portfolio | low |
| Q2 2026 as of | Add | 405552100 Common stock | $229.6K | +25K +51.85% | 72,071 0.06% of portfolio | low |
| Q2 2026 as of | Add | 464287481 Common stock | $219.2K | +1K +7.95% | 20,316 0.27% of portfolio | low |
| Q2 2026 as of | Add | AppLovin Corp Common stock | $216.4K | +420 +101.20% | 835 0.04% of portfolio | low |
| Q2 2026 as of | Add | 45259A514 Common stock | $215.7K | +12K +64.53% | 29,830 0.05% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $214.5K | +575 +1.26% | 46,317 1.57% of portfolio | low |
| Q2 2026 as of | Add | 759530108 Common stock | $213.9K | +7K +20.24% | 40,128 0.12% of portfolio | low |
| Q2 2026 as of | Add | IX Orix Corp ADR | $212.2K | +6K +37.50% | 20,456 0.07% of portfolio | low |
| Q2 2026 as of | Add | ET Energy Transfer LP MLP | $204.6K | +11K +102.95% | 21,099 0.04% of portfolio | low |