HTG Investment Advisors, Inc.

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$172M
Signature - Title
Robin Sherwood - Chief Compliance Officer
Location
50 Locust Avenue, New Canaan, Connecticut
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 61 $172M +$17.1M -$4.45M +$12.6M DFAC, CBRE, DFAX, AVUS, DFIC, AGG 13F-HR 4/29/2024, 12:58 PM
Q4 2023 61 $153M +$15.3M -$196K +$15.1M DFAC, CBRE, DFAX, AVUS, DFIC, AGG 13F-HR 1/29/2024, 09:02 AM
Q3 2023 52 $125M +$10M -$1.72M +$8.31M DFAC, DFAX, CBRE, AVUS, DFIC, AGG 13F-HR 10/24/2023, 04:32 PM
Q2 2023 51 $121M +$7.14M -$1.21M +$5.93M DFAC, DFAX, CBRE, AVUS, DFIC, DFEM 13F-HR 7/17/2023, 05:12 PM
Q1 2023 51 $110M +$7.57M -$698K +$6.87M DFAX, DFAC, CBRE, AVUS, DFIC, DFEM 13F-HR 4/13/2023, 10:42 AM
Q4 2022 51 $98.8M DFAX, DFAC, CBRE, AVUS, DFIC, DFEM 13F-HR 2/13/2023, 01:26 PM