VIRTUS REAL ESTATE LLC
CRD #164146 SEC #801-77068 AUSTIN, TX 512-891-1230
SEC Registered Private Funds
Total AUM
$722.6M
Discretionary
$722.6M
Employees
42
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $722.6M | $722.6M | $0 | 42 | 4 |
| Mar 2024 | $599.4M | $599.4M | $0 | 43 | 0 |
| Oct 2023 | $597.3M | $597.3M | $0 | 44 | 0 |
| Mar 2023 | $598.9M | $598.9M | $0 | 44 | 0 |
| Nov 2022 | $577M | $577M | $0 | 40 | 0 |
| Nov 2022 | $577M | $577M | $0 | 40 | 0 |
| Sep 2022 | $577M | $577M | $0 | 40 | 0 |
| Aug 2022 | $284.1M | $284.1M | $0 | 40 | 0 |
| Aug 2022 | $284.1M | $284.1M | $0 | 40 | 0 |
| Mar 2022 | $284.1M | $284.1M | $0 | 40 | 0 |
| Mar 2021 | $143.2M | $143.2M | $0 | 42 | 0 |
| Jun 2020 | $120.1M | $120.1M | $0 | 38 | 0 |
| Jun 2020 | $120.1M | $120.1M | $0 | 38 | 0 |
| Mar 2020 | $120.1M | $120.1M | $0 | 38 | 0 |
| Apr 2019 | $125M | $125M | $0 | 42 | 0 |
| Mar 2019 | $125M | $125M | $0 | 42 | 0 |
| Apr 2018 | $166M | $166M | $0 | 36 | 0 |
| Mar 2018 | $166M | $166M | $0 | 36 | 0 |
| Mar 2018 | $94.6M | $94.6M | $0 | 36 | 0 |
| Mar 2017 | $94.6M | $94.6M | $0 | 36 | 11 |
| Mar 2017 | $137.6M | $137.6M | $0 | 34 | 11 |
| Mar 2016 | $137.6M | $137.6M | $0 | 34 | 11 |
| Mar 2016 | $65.4M | $65.4M | $0 | 34 | 11 |
| Mar 2015 | $394.4M | $394.4M | $0 | 38 | 11 |
| Feb 2015 | $312.8M | $312.8M | $0 | 38 | 11 |
| Nov 2014 | $312.8M | $312.8M | $0 | 38 | 11 |
| Nov 2014 | $312.8M | $312.8M | $0 | 38 | 11 |
| Mar 2014 | $312.8M | $312.8M | $0 | 38 | 11 |
| Apr 2013 | $219.8M | $219.8M | $0 | 28 | 11 |
| Mar 2013 | $214M | $214M | $0 | 28 | 11 |
| Feb 2013 | $180.4M | $180.4M | $0 | 5 | 11 |
| Nov 2012 | $180.4M | $180.4M | $0 | 5 | 11 |
| Aug 2012 | $180.4M | $180.4M | $0 | -- | 11 |
DateMar 2025
Total AUM$722.6M
Discretionary$722.6M
Non-Disc.$0
Employees42
Clients4
DateMar 2024
Total AUM$599.4M
Discretionary$599.4M
Non-Disc.$0
Employees43
Clients0
DateOct 2023
Total AUM$597.3M
Discretionary$597.3M
Non-Disc.$0
Employees44
Clients0
DateMar 2023
Total AUM$598.9M
Discretionary$598.9M
Non-Disc.$0
Employees44
Clients0
DateNov 2022
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees40
Clients0
DateNov 2022
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees40
Clients0
DateSep 2022
Total AUM$577M
Discretionary$577M
Non-Disc.$0
Employees40
Clients0
DateAug 2022
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees40
Clients0
DateAug 2022
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees40
Clients0
DateMar 2022
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees40
Clients0
DateMar 2021
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees42
Clients0
DateJun 2020
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees38
Clients0
DateJun 2020
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees38
Clients0
DateMar 2020
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees38
Clients0
DateApr 2019
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees42
Clients0
DateMar 2019
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees42
Clients0
DateApr 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees36
Clients0
DateMar 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees36
Clients0
DateMar 2018
Total AUM$94.6M
Discretionary$94.6M
Non-Disc.$0
Employees36
Clients0
DateMar 2017
Total AUM$94.6M
Discretionary$94.6M
Non-Disc.$0
Employees36
Clients11
DateMar 2017
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees34
Clients11
DateMar 2016
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees34
Clients11
DateMar 2016
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees34
Clients11
DateMar 2015
Total AUM$394.4M
Discretionary$394.4M
Non-Disc.$0
Employees38
Clients11
DateFeb 2015
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees38
Clients11
DateNov 2014
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees38
Clients11
DateNov 2014
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees38
Clients11
DateMar 2014
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees38
Clients11
DateApr 2013
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees28
Clients11
DateMar 2013
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees28
Clients11
DateFeb 2013
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees5
Clients11
DateNov 2012
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees5
Clients11
DateAug 2012
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees--
Clients11