Scott D. Fitzhenry
@Liberty Mutual Group Asset Management Inc.
Latest period2024 - Q3ReportedManaged Assets$660.144MTotal holdings49
Assets growth rate-2.82%Assets growth rate (2-Q avg)45.36%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Liberty Mutual Group Asset Management Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 49 positions.
Assets under management
The assets under management (AUM) of Liberty Mutual Group Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 660.144M in assets, with a quarterly growth rate of -2.82% and a 2-quarter average growth rate of 45.36%. The portfolio is managed by Scott D. Fitzhenry, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VTRVentas Inc
| 0.69% | $4.497M 70,117 shares@ $64.14 avg price | Increased 177.26% |
FRTFederal Rlty Invt Tr New
| 0.59% | $3.865M 33,617 shares@ $114.98 avg price | Increased 17.75% |
CUBECubesmart
| 0.49% | $3.211M 59,656 shares@ $53.83 avg price | Increased 0.46% |
EGPEastgroup Pptys Inc
| 0.48% | $3.143M 16,823 shares@ $186.83 avg price | Increased 68.35% |
OHIOmega Healthcare Invs Inc
| 0.4% | $2.617M 64,302 shares@ $40.7 avg price | Increased 27.15% |
PSAPublic Storage Oper Co
| 0.17% | $1.065M 2,928 shares@ $363.73 avg price | Increased 97.71% |