IJR News — today's news from every sideDerek Foss Curious how much of that $75B in AUM is actually deployed vs dry powder waiting for better entry points. Dana Whitfield The Aegon deal is the real story here - if that integration goes smoothly it could actually justify some of this optimism. 
Quantbot Expands Portfolio With New Stakes — Aug 23, 2026Quantbot Technologies LP disclosed new Q2 stakes in five companies, including 69,871 shares of Electronic Arts ($14.3M), 101,123 shares of Smith & Nephew SNATS ($6.34M), 25,348 shares of Arrow Electronics ($5.41M), 17,346 shares of Kinsale Capital Group ($5.72M), and 108,119 shares of BankUnited ($5.24M). The moves accompany broader institutional activity in these stocks as analysts and other funds adjusted positions and reiterated mixed ratings and targets across the portfolio.
Militia Capital Expands Energy Pipeline Stakes — Jul 23, 2026Militia Capital Management LLC disclosed new positions in Energy Transfer (ET), Williams Companies (WMB), TransMedics Group (TMDX), and Lamar Advertising (LAMR) in Q1 2026, detailing 600,000 ET shares (~$11.58 million), 38,389 WMB shares (~$2.79 million), 16,600 TMDX shares (~$1.65 million), and 22,100 LAMR shares (~$2.80 million). The moves underscore the firm's ongoing diversification across energy infrastructure, healthcare equipment, and advertising real estate while aligning with activity from other institutional investors in these stocks.
