Institutions / Naviter Wealth, LLC / Activity
Activity — Naviter Wealth, LLC
308 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Robinhood Markets, Inc. Common stock | $332.1K | +3K | 3,312 0.03% 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 | New | TEVA Teva Pharmaceutical Industries Ltd ADR | $345.6K | +10K | 10,200 0.03% of portfolio | low |
| Q2 2026 as of | New | 14020G101 Common stock | $350.7K | +7K | 7,425 0.03% 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 | 04016X101 Common stock | $359.1K | +387 +55.76% | 1,081 0.09% 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 | HTGC Hercules Capital, Inc. Common Stock | $373.8K | +24K +12.22% | 217,666 0.31% 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 | 921932505 Common stock | $396.7K | +5K +562.95% | 5,655 0.04% 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 | WP Carey Inc Common stock | $400.9K | +6K +34.13% | 21,749 0.14% of portfolio | low |
| Q2 2026 as of | New | ASX ASE Technology Holding Co., Ltd. ADR | $406.9K | +9K | 9,018 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Amphenol Corp /De Common stock | $-411.6K | -2K -13.86% | 14,484 0.23% 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 | New | OTF Blue Owl Technology Finance Corp. Common Stock | $418.6K | +39K | 39,135 0.04% of portfolio | low |
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $424.2K | +1K | 1,424 0.04% 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 | Invitation Homes Inc. Common stock | $431.6K | +14K +42.17% | 47,691 0.13% 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 | 78468R663 Common stock | $435.7K | +5K +27.27% | 22,191 0.18% 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 | Weyerhaeuser Co Common stock | $438.4K | +18K +48.89% | 55,772 0.12% of portfolio | low |
| Q2 2026 as of | New | 922908736 Common stock | $439.6K | +5K | 5,103 0.04% of portfolio | low |
| Q2 2026 as of | New | 464287507 Common stock | $440.3K | +6K | 5,710 0.04% 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 | 639057207 Common stock | $453.4K | +26K +54.69% | 72,736 0.12% 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 | Kimco Realty Corporation Common stock | $461.7K | +18K +38.01% | 66,139 0.15% 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 | Netflix Inc Common stock | $491.2K | +7K +23.23% | 36,495 0.24% 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 | Qualcomm INC/DE Common stock | $503.9K | +3K +24.89% | 13,685 0.23% 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 | IBN Icici Bank Ltd ADR | $510.5K | +18K +34.08% | 69,186 0.18% of portfolio | low |
| Q2 2026 as of | New | 78463V107 Common stock | $511.3K | +1K | 1,388 0.05% 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 | New | 922908629 Common stock | $535.7K | +7K | 6,649 0.05% 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 | Trim | C3.ai, Inc. Common stock | $-541.8K | -60K -79.89% | 15,000 0.01% of portfolio | low |
| 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 | SBA Communications Corp Common stock | $555.1K | +3K +53.76% | 8,998 0.14% of portfolio | low |
| Q2 2026 as of | Add | 539439109 Common stock | $557.6K | +96K +26.85% | 451,862 0.24% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $575.3K | +2K +25.54% | 8,292 0.26% of portfolio | low |
| Q2 2026 as of | Add | Applied Materials Inc /De Common stock | $588.5K | +814 +12.77% | 7,186 0.47% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $592.6K | +3K | 2,719 0.05% of portfolio | low |
| Q2 2026 as of | Add | Crown Castle Inc Common stock | $602.5K | +8K +36.03% | 30,039 0.21% of portfolio | low |
| Q2 2026 as of | Add | Union Pacific Corp Common stock | $603.3K | +2K +26.40% | 10,619 0.26% of portfolio | low |
| Q2 2026 as of | Add | 456837103 Common stock | $610.7K | +19K +28.71% | 87,254 0.25% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $632.2K | +2K +73.05% | 4,238 0.14% of portfolio | low |