13F Insight
DOSSIER · 13F-HR · Q2 2025

Grassi Investment Management

$1.3B in tracked AUM across 128 positions as of Q2 2025.

GI
CIK 0001608531 · last filed Jun 30, 2025
Total AUM
$1.3B
as of Q2 2025
Holdings
128
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Grassi Investment Management filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$1.3B▲ 16.3%
128 positionsLocked2025Q1Mar 31
$1.1B▼ 7.7%
122 positionsLocked2024Q4Dec 31
$1.2B▲ 1.3%
130 positionsLocked2024Q3Sep 30
$1.2B▲ 2.6%
128 positionsLocked2024Q2Jun 30
$1.1B▲ 2.0%
130 positionsLocked2024Q1Mar 31
$1.1B▲ 15.9%
125 positionsLocked2023Q4Dec 31
$954M▲ 9.7%
122 positionsLocked2023Q3Sep 30
$869M▼ 4.4%
123 positionsLocked2023Q2Jun 30
$909M▲ 12.8%
125 positionsLocked2023Q1Mar 31
$806M▲ 108663.8%
126 positionsLocked2022Q4Dec 31
$741K▲ 8.0%
119 positionsLocked2022Q3Sep 30
$686K▼ 9.4%
121 positionsLocked
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