Congress Holdings

Most held

PHRCX

Virtus Duff & Phelps Real Estate Securities Fund C

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Brian Babin TX-36 Member UBS SEP IRA โ‡’ Virtus Duff & Phelps Real Estate Securities Fund C (PHRCX) MF $1,001 - $15,000 May 12, 2026
filing 10076043, p. 6

How the count is made: see Most held.