Epiq Partners Q2 2026 Investment Activity: Focus on ETFs, Real Estate & Bitcoin
Epiq Partners increased their portfolio by over $15 million this quarter through strategic purchases and adjustments.
Epiq Partners LLC significantly reshaped its investment portfolio during the second quarter of 2026. The firm demonstrated active management, increasing holdings in several areas while exiting others.
Prominent Purchases This Quarter
ETFs remain a cornerstone of Epiq's strategy, with substantial increases noted in fixed income and alternative sectors:
- ISHARES TR (IWF): The firm significantly boosted its position by acquiring an additional 81,626 shares. This ETF, categorized under Unknown in the official data, represents a major allocation increase.
- ISHARES TR (ACWX): Epiq showed strong interest in alternative credit solutions by adding 27,628 shares to their existing position. This resulted in a nearly 60% increase for this holding.
Additionally, the investor made notable purchases of individual stocks:
- VANECK ETF TRUST (BIZD): This position was newly established this quarter with a purchase of all 39,893 shares. The holding represents approximately $0.21 million in value.
Strategic Real Estate Holdings Increase
Epiq Partners also strengthened its exposure to the real estate sector:
- GRANITE PT MTG TR INC (GPMT): The firm increased their stake in this mortgage REIT by acquiring an additional 16,300 shares. This resulted in a position valued at $1.35 million.
Focus on Financial Services and Bitcoin
The investor maintained significant exposure to financial services companies:
- BLUE OWL CAPITAL CORPORATION (OBDC): Epiq increased their position in this financial holding company by acquiring an additional 123,226 shares.
Notably, the investor also allocated capital to cryptocurrency-related trusts:
- ISHARES BITCOIN TRUST ETF (IBIT): This position was newly added this quarter with a purchase of all 119,164 shares.
Exits and Portfolio Adjustments
Epiq also made strategic exits from certain positions:
- GRANITE PT MTG TR INC (GPMT): While the firm increased their position overall, they did not hold this stock at the end of the quarter.
The portfolio's total value stood at $232.99 million as of June 30th, with allocations spread across various sectors including Real Estate (57%), Financial Services (16%), and others categorized under Unknown (59%). The investor holds a diverse range of assets, totaling 93 holdings.