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 |
---|---|---|---|
AVBAvalonbay Cmntys Inc
| 1.19% | $7.809M 34,669 shares@ $225.25 avg price | Decreased -7.52% |
EXRExtra Space Storage Inc
| 1.06% | $6.933M 38,477 shares@ $180.19 avg price | Decreased -7.55% |
WELLWelltower Inc
| 1.01% | $6.639M 51,858 shares@ $128.03 avg price | Decreased -40.5% |
VICIVici Pptys Inc
| 0.97% | $6.347M 190,556 shares@ $33.31 avg price | Decreased -3.76% |
MAAMid-amer Apt Cmntys Inc
| 0.92% | $6.009M 37,815 shares@ $158.91 avg price | Decreased -15.94% |
REGRegency Ctrs Corp
| 0.87% | $5.694M 78,835 shares@ $72.23 avg price | Decreased -1.31% |
ADCAgree Rlty Corp
| 0.84% | $5.485M 72,819 shares@ $75.33 avg price | Decreased -16.06% |
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% |
SPGSimon Ppty Group Inc New
| 0.58% | $3.819M 22,596 shares@ $169.02 avg price | Decreased -16.41% |