LHEAX
LoCorr Hedged Core Fund
LoCorr Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 0 9,990,000 9,990,000 3.84% $9.86M
Honda Auto Receivables 2026-1 Owner Trust 0 1,885,000 1,885,000 0.73% $1.87M
WOART 2026-A A3 0 1,300,000 1,300,000 0.50% $1.29M
EQT Trust, Series 2024-EXTR, Class A 0 1,187,424 1,187,424 0.47% $1.20M
GMALT 2026-1 A3 0 1,000,000 1,000,000 0.39% $994.93K
LAD AUTO RECEIVABLES TRUST 2026-1A A3 4.23% 04/15/2031 144A 0 1,000,000 1,000,000 0.39% $991.31K
Honeywell Aerospace Inc 0 885,000 885,000 0.34% $876.96K
AMAZON.COM INC 0 820,000 820,000 0.32% $815.58K
MCR Mortgage Trust, Series 2024-HTL, Class A 0 805,692 805,692 0.31% $804.68K
Augusta SpinCo Corp. 0 770,000 770,000 0.30% $766.23K
BOEING CO 0 715,000 715,000 0.28% $725.80K
HR 2.05 03/15/31 0 675,000 675,000 0.23% $586.03K
EATON CORP 0 555,000 555,000 0.21% $546.69K
AUGUSTA SPINCO C 0 530,000 530,000 0.21% $528.48K
ORACLE CORP 0 535,000 535,000 0.20% $523.80K
WISCONSIN PUBLIC 0 510,000 510,000 0.20% $504.07K
NOVARTIS CAPITAL 0 470,000 470,000 0.18% $469.39K
ABBOTT LABS 0 430,000 430,000 0.17% $423.29K
TEXAS CAPITAL BK 0 375,000 375,000 0.14% $370.10K
EURO-SCHATZ FUT JUN26 DUM6 0 -320 -320 0.13% $324.24K
AT&T INC 0 305,000 305,000 0.12% $301.93K
BX TRUST BX 2021 CIP A 144A 0 237,109 237,109 0.09% $236.96K
BANK OF NY MELLO 0 235,000 235,000 0.09% $232.54K
FIDELITY NATL IN 0 230,000 230,000 0.09% $228.13K
BROADCOM INC 0 190,000 190,000 0.07% $188.31K
LME PRI ALUM FUTR Jun26 0 13 13 0.05% $120.89K
MAPLE PARENT 0 100,000 100,000 0.04% $100.00K
Low Su Gasoil G May26 0 10 10 0.02% $63.16K
COCOA FUTURE - IC MAY26 QCK6 0 -3 -3 0.01% $21.48K
CAC 40 Index Future, Apr 2026 0 15 15 0.01% $15.06K
EURO-BTP (ITALY GOVT) JUN 26 0 -10 -10 0.01% $14.41K
Japan 10 Year Bond Mini 0 -14 -14 0.00% $8.60K
Nikkei 225 Index 0 0 0 0.00% $5.86K
FTSE/JSE TOP 40 Jun26 0 1 1 0.00% $4.35K
SGX FTSE Taiwan Index 0 -1 -1 0.00% $4.34K
FTSE 2026, MIB Index Future Jun 0 1 1 0.00% $1.62K
EURO-OAT FUTURE JUN26 0 -16 -16 0.00% $1.56K
3 Month Euro Euribor Future 0 -3 -3 0.00% $1.31K
SGX FTSE China A50 Index 0 -16 -16 0.00% $225
IBEX 35 INDX FUTR Apr26 0 1 1 0.00% -$169
Three Month SONIA Index Futures 0 -2 -2 0.00% -$614
LME ZINC ($) 0 0 0 0.00% -$868
FTSE 100 Index 0 33 33 0.00% -$1.75K
DAX Futures(FDAX) Index Fut 0 1 1 0.00% -$2.46K
Total Return Swap 0 -23 -23 0.00% -$4.40K
Brent Crude Future 0 1 1 0.00% -$5.01K
KOSPI 200 Index 0 1 1 0.00% -$5.27K
EURO STOXX 50 Index 0 37 37 -0.01% -$16.37K
EURO-BUXL 30Y BND JUN26 0 -6 -6 -0.01% -$18.09K
EURO-BUND FUTURE JUN26 0 -21 -21 -0.01% -$28.62K
EURO-BOBL FUTURE JUN26 0 -115 -115 -0.01% -$36.72K
LME ZINC JUN 26 0 5 5 -0.01% -$37.26K
Long Gilt 0 -28 -28 -0.02% -$52.85K
LME Copper Future 0 4 4 -0.03% -$77.45K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BANK OF AMER CRP 2,010,000 0 -2,010,000 0.00% -$2.08M
BANK OF AMER CRP 1,445,000 0 -1,445,000 0.00% -$1.45M
AERCAP IRELAND 1,055,000 0 -1,055,000 0.00% -$1.08M
GSK CONSUMER 1,065,000 0 -1,065,000 0.00% -$1.06M
CVS HEALTH CORP 995,000 0 -995,000 0.00% -$989.98K
L3HARRIS TECH IN 820,000 0 -820,000 0.00% -$831.97K
GEN MOTORS FIN 740,000 0 -740,000 0.00% -$764.72K
BX Trust, Series 2021-VIEW, Class A 720,000 0 -720,000 0.00% -$719.13K
VERIZON COMM INC 655,000 0 -655,000 0.00% -$629.04K
AT&T INC 625,000 0 -625,000 0.00% -$610.80K
GENERAL MILLS IN 595,000 0 -595,000 0.00% -$608.97K
HSBC HOLDINGS 550,000 0 -550,000 0.00% -$572.80K
PROLOGIS TARGETED US LOGISTICS FUND LP 144A 5.250000% 04/01/2029 545,000 0 -545,000 0.00% -$561.45K
Federation des Caisses Desjardins du Quebec 535,000 0 -535,000 0.00% -$553.20K
PEPSICO INC 510,000 0 -510,000 0.00% -$513.03K
LINEAGE OP LP REGD 144A P/P 5.25000000 485,000 0 -485,000 0.00% -$489.65K
STATE STREET CRP 440,000 0 -440,000 0.00% -$446.85K
ROPER TECHNOLOGI 415,000 0 -415,000 0.00% -$416.64K
SYSCO CORP 405,000 0 -405,000 0.00% -$401.04K
LME COPPER FUTURE Mar26 8 0 -8 0.00% -$378.02K
Principal Life Global Funding II 365,000 0 -365,000 0.00% -$364.66K
GLOBAL PAY INC 335,000 0 -335,000 0.00% -$335.74K
DEUTSCHE BANK NY 290,000 0 -290,000 0.00% -$294.61K
TRANE TECH LUX 245,000 0 -245,000 0.00% -$244.68K
HONEYWELL INTL 235,000 0 -235,000 0.00% -$241.55K
METROPOLITAN LIFE GLOBAL FUNDING I MTN 5.050000% 01/06/2028 155,000 0 -155,000 0.00% -$158.20K
SOUTHERN CAL ED 150,000 0 -150,000 0.00% -$149.46K
WALMART INC 120,000 0 -120,000 0.00% -$122.06K
FTSE 100 IDX FUT Mar26 33 0 -33 0.00% -$75.20K
EURO STOXX 50 Mar26 86 0 -86 0.00% -$69.58K
Total Return Swap 13 0 -13 0.00% -$39.25K
LME PRIMARY ALUMINUM FUTURE 0326 12 0 -12 0.00% -$33.29K
DAX INDEX FUTURE MAR26 XEUR 20260320 6 0 -6 0.00% -$25.36K
FUT. EURX E-SCHATZ MAR26 -343 0 343 0.00% -$17.98K
FUT. EURO-BUND EUX MAR26 -126 0 126 0.00% -$16.97K
CAC 40 10 Euro Index 17 0 -17 0.00% -$10.08K
LME ZINC FUTURE MAR26 XLME 20260316 7 0 -7 0.00% -$9.06K
UKG 10YR FUT G H6 03-27-26 26 0 -26 0.00% -$8.22K
FTSE/MIB Index 3 0 -3 0.00% -$7.69K
LME NICKEL FUTURE MAR26 XLME 20260316 0 0 0 0.00% -$7.10K
Japan 10 Year Mini Bond -9 0 9 0.00% -$6.23K
Low Sulphur Gasoil 9 0 -9 0.00% -$4.71K
FGBM Mar 2026 -165 0 165 0.00% -$4.29K
SGX FTSE Taiwan Index 2 0 -2 0.00% -$1.90K
FUT. 3MO EURO E ICF SEP26 -10 0 10 0.00% -$1.24K
Three Month SONIA Index Futures 5 0 -5 0.00% -$804
ECX EMISSION FUT DEC26 MOZ26 2 0 -2 0.00% -$707
LME ALUMINUM 0 0 0 0.00% $320
Low Sulphur Gasoil 2 0 -2 0.00% $453
SGX FTSE China A50 Index 4 0 -4 0.00% $487
FUT. EUR FOAT MAR26 -3 0 3 0.00% $910
Brent Crude Future 1 0 -1 0.00% $1.22K
FUT. EURO BUXL BND MAR26 -9 0 9 0.00% $2.51K
Total Return Swap -48 0 48 0.00% $3.06K
ITA GB 10YR FUT IKH6 03-06-26 7 0 -7 0.00% $3.29K
ICE Brent Crude Oil Future 7 0 -7 0.00% $5.32K
ICE Cocoa Future -2 0 2 0.00% $5.34K
ICE Brent Crude Oil Future 16 0 -16 0.00% $18.96K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Galaxy Commodity-Polaris II Fund LLC 26,668 26,689 21 9.86% $4.64M
US BANK MMDA - USBGFS 9 16,248,674 17,361,520 1,112,846 6.77% $1.11M
US TREASURY N/B 5,629,400 10,444,400 4,815,000 4.10% $4.83M
US TREASURY N/B 7,961,300 9,046,300 1,085,000 3.61% $1.03M
US TREASURY N/B 940,000 7,185,000 6,245,000 2.83% $6.31M
MORGAN STANLEY 2,415,000 4,290,000 1,875,000 1.65% $1.80M
JPMORGAN CHASE 2,465,000 2,870,000 405,000 1.14% $375.06K
MARS INC 2,095,000 2,405,000 310,000 0.95% $288.19K
WELLS FARGO CO 1,225,000 2,115,000 890,000 0.84% $885.38K
HEALTHCARE RLTY 1,400,000 1,550,000 150,000 0.60% $144.63K
MORGAN STANLEY 1,150,000 1,420,000 270,000 0.55% $261.22K
ONNI Commerical Mortgage Trust, Series 2024-APT, Class A 750,000 1,250,000 500,000 0.49% $500.77K
AMCOR GROUP 470,000 1,205,000 735,000 0.48% $748.33K
CVS HEALTH CORP 575,000 1,170,000 595,000 0.46% $597.62K
UBS V6.327 12/22/27 144A 975,000 1,065,000 90,000 0.42% $83.70K
UNITEDHEALTH GRP 835,000 975,000 140,000 0.38% $131.50K
CITIBANK NA 880,000 930,000 50,000 0.36% $44.85K
T-MOBILE USA INC 800,000 900,000 100,000 0.35% $92.59K
KITE REALTY GRP 755,000 850,000 95,000 0.33% $93.76K
HCA INC 325,000 825,000 500,000 0.32% $501.93K
NATWEST MARKETS PLC REGD 144A P/P 5.41000000 525,000 735,000 210,000 0.29% $209.41K
KRAFT HEINZ FOOD 520,000 745,000 225,000 0.29% $221.19K
PHILIP MORRIS IN 460,000 705,000 245,000 0.28% $242.77K
AMERICAN HOMES 4 255,000 695,000 440,000 0.27% $438.92K
DUKE ENERGY CAR 525,000 590,000 65,000 0.23% $59.69K
CITIGROUP INC 540,000 605,000 65,000 0.23% $55.84K
ENBRIDGE INC 445,000 520,000 75,000 0.21% $71.70K
T-MOBILE USA INC 410,000 460,000 50,000 0.18% $46.80K
ORACLE CORP 390,000 445,000 55,000 0.17% $53.07K
GOLDMAN SACHS GP 360,000 430,000 70,000 0.17% $65.26K
BROADCOM INC 355,000 420,000 65,000 0.16% $60.93K
BROWN & BROWN 375,000 400,000 25,000 0.16% $24.25K
O'REILLY AUTOMOT 260,000 400,000 140,000 0.15% $135.73K
UNITED TECH CORP 375,000 380,000 5,000 0.15% $2.00K
GOLDMAN SACHS GP 315,000 355,000 40,000 0.14% $37.24K
ESSEX PORTFOLIO 240,000 375,000 135,000 0.14% $127.79K
UNITEDHEALTH GRP 300,000 335,000 35,000 0.13% $32.59K
SOUTH BOW USA 275,000 310,000 35,000 0.12% $33.68K
BRIXMOR OPERATIN 280,000 290,000 10,000 0.11% $9.99K
Credit Agricole S.A. 250,000 285,000 35,000 0.11% $31.51K
ABBVIE INC 235,000 265,000 30,000 0.10% $28.31K
3 Month Euro Euribor Future -109 -97 12 0.02% $64.11K
EURIBOR 90DAY FUT ERZ6 12-14-26 -9 -7 2 0.00% -$763
BRENT CRUDE FUTR JUN26 IFEU 20260430 1 11 10 0.00% -$8.22K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 6,525,800 5,985,800 -540,000 2.32% -$576.90K
US TREASURY N/B 6,210,100 5,540,100 -670,000 2.15% -$708.05K
MARS INC SR UNSECURED 144A 03/28 4.6 2,220,000 1,740,000 -480,000 0.68% -$500.48K
Tesla Auto Lease Trust, Series 2024-B, Class A3 1,100,000 1,017,038 -82,962 0.40% -$86.22K
ENERGY TRANS 975,000 940,000 -35,000 0.37% -$42.13K
KRE Commercial Mortgage Trust, Series 2025-AIP4, Class A 1,000,000 934,375 -65,625 0.36% -$67.88K
BX TRUST BX 2022 AHP A 144A 900,000 885,524 -14,476 0.35% -$14.21K
BOEING CO 915,000 890,000 -25,000 0.34% -$27.25K
Hyundai Auto Receivables Trust 2025-A 1,146,167 782,066 -364,101 0.31% -$364.85K
FLORIDA POWER & 765,000 755,000 -10,000 0.30% -$16.96K
MVW LLC, Series 2025-1A, Class A 711,300 653,005 -58,295 0.26% -$63.71K
FLORIDA POWER & 605,000 595,000 -10,000 0.24% -$15.60K
O'REILLY AUTOMOT 570,000 565,000 -5,000 0.22% -$8.02K
World Omni Automobile Lease Securitization Trust 2025-A 722,529 530,351 -192,178 0.21% -$193.63K
CRVNA 2024-P4 A3 500,000 499,484 -516 0.20% -$1.49K
Carvana Auto Receivables Trust, Series 2023-P1, Class A4 500,000 485,381 -14,619 0.19% -$16.62K
PORSCHE FINANCIAL AUTO SECURITIZATION TRUST 4.44% 01/22/2030 144A 500,000 436,805 -63,195 0.17% -$64.38K
LAD Auto Receivables Trust, Series 2024-3A, Class A3 350,000 339,056 -10,944 0.13% -$11.34K
GMALT 2024-3 A3 250,000 242,994 -7,006 0.09% -$7.33K
KSL Commercial Mortgage Trust, Series 2024-HT2, Class A 242,727 222,802 -19,924 0.09% -$20.27K
Porsche Innovative Lease Owner Trust, Series 2024-2A, Class A3 250,000 215,848 -34,152 0.08% -$34.54K
WOART 2024-A A3 211,380 171,968 -39,412 0.07% -$39.82K
BofA Auto Trust, Series 2024-1A, Class A3 209,976 164,536 -45,440 0.06% -$46.14K
Toyota Lease Owner Trust, Series 2024-A, Class A3 87,808 26,100 -61,708 0.01% -$61.98K
3 Month Euro Euribor Future -6 -9 -3 0.00% $10.48K
3 Month Euro Euribor Future -5 -6 -1 0.00% $4.78K
Three Month SONIA Index Futures 3 -3 -6 0.00% $451
Three Month SONIA Index Futures 4 -3 -7 0.00% -$411
3 Month Euro Euribor Future -9 -10 -1 0.00% $538
Three Month SONIA Index Futures 2 -3 -5 0.00% -$403
Three Month SONIA Index Futures 7 -3 -10 0.00% -$1.91K
Three Month SONIA Index Futures 6 -2 -8 0.00% -$1.97K
Three Month SONIA Index Futures 26 -6 -32 0.00% -$11.06K
US ULTRA BOND CBT Sep25 351 -371 -722 -1.60% $343.49K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 21,316,900 21,316,900 0 8.16% -$154.88K
US TREASURY N/B 11,105,000 11,105,000 0 4.28% -$103.68K
US TREASURY N/B 8,210,000 8,210,000 0 3.21% -$79.21K
US TREASURY N/B 6,100,000 6,100,000 0 2.38% -$59.81K
US TREASURY N/B 5,505,000 5,505,000 0 2.02% -$11.40K
FED HOME LN BANK 3,000,000 3,000,000 0 1.17% -$11.99K
FFCB 2,388,000 2,388,000 0 0.94% -$13.60K
FED FARM CREDIT 2,000,000 2,000,000 0 0.78% -$13.52K
Federal Farm Credit Banks Funding Corp 2,000,000 2,000,000 0 0.78% -$13.28K
VZMT 2025-3 A1A 1,590,000 1,590,000 0 0.63% -$4.53K
STACR 2023-HQA1 M1B 1,505,000 1,505,000 0 0.61% -$5.08K
STACR 2023-HQA3 M2 1,500,000 1,500,000 0 0.61% -$5.12K
Fannie Mae Connecticut Avenue Securities 1,500,000 1,500,000 0 0.61% -$11.64K
FREDDIE MAC STACR REMIC TRUST 2023-DNA2 STACR 2023-DNA2 M1B 1,500,000 1,500,000 0 0.61% -$3.97K
Fannie Mae Connecticut Avenue Securities 1,500,000 1,500,000 0 0.60% -$13.67K
FNMA Connecticut Avenue Securities Trust, Series 2022-R04, Class 1M2 1,500,000 1,500,000 0 0.59% -$15.76K
US TREASURY N/B 1,405,000 1,405,000 0 0.55% -$4.26K
TLOT 2025-B A3 1,350,000 1,350,000 0 0.52% -$10.06K
NRTH PARK Mortgage Trust 1,300,000 1,300,000 0 0.51% -$2.44K
ILPT Commercial Mortgage Trust, Series 2025-LPF2, Class A 1,250,000 1,250,000 0 0.49% -$8.71K
PFS FINANCING CORP SER 2025-B CL A REGD 144A P/P 4.85000000 1,250,000 1,250,000 0 0.49% -$12.13K
MTBAT 2025-1A A3 1,250,000 1,250,000 0 0.49% -$6.41K
FED HOME LN BANK 1,100,000 1,100,000 0 0.43% -$8.22K
TAOT 2025-A A3 1,000,000 1,000,000 0 0.39% -$3.51K
Enterprise Fleet Financing LLC, Series 2025-1, Class A3 1,000,000 1,000,000 0 0.39% -$8.51K
MBART 2025-1 A3 1,000,000 1,000,000 0 0.39% -$7.98K
WOART 2025-A A3 1,000,000 1,000,000 0 0.39% -$5.41K
Federal National Mortgage Association Connecticut Avenue Securities Trust 970,000 970,000 0 0.39% -$3.48K
BX Trust, Series 2025-DELC, Class A 1,000,000 1,000,000 0 0.39% -$1.25K
ARDN Mortgage Trust, Series 2025-ARCP, Class A 1,000,000 1,000,000 0 0.39% -$5.62K
Wells Fargo Commercial Mortgage Trust 2025-NYCH 1,000,000 1,000,000 0 0.39% -$8.12K
FFCB Funding Corp. 1,000,000 1,000,000 0 0.38% $4.55K
PNFED 2025-A A3 144A 4.03% 07-15-30 900,000 900,000 0 0.35% -$3.86K
MTN Commercial Mortgage Trust, Series 2022-LPFL, Class A 825,000 825,000 0 0.32% -$2
NYCT Trust, Series 2024-3ELV, Class A 800,000 800,000 0 0.31% -$1,000
Fannie Mae Connecticut Avenue Securities 750,000 750,000 0 0.30% -$180
RMBS MIRAVET 750,000 750,000 0 0.30% -$9.27K
IP Mortgage Trust, Series 2025-IP, Class A 750,000 750,000 0 0.29% -$7.91K
ONEMAIN FINANCIAL ISSUANCE TRUST 2025-1 SER 2025-1A CL A REGD 144A P/P 4.82000000 750,000 750,000 0 0.29% -$7.77K
DK Trust, Series 2025-LXP, Class A 750,000 750,000 0 0.29% -$1.16K
SCG Trust, Series 2025-SNIP, Class A 750,000 750,000 0 0.29% -$1.17K
FED HOME LN BANK 700,000 700,000 0 0.27% -$1.33K
AMGEN INC 615,000 615,000 0 0.24% -$5.61K
Fannie Mae Connecticut Avenue Securities, Series 2023-R06, Class 1M2 600,000 600,000 0 0.24% -$3.51K
Capital One Multi-Asset Execution Trust, Series 2024-A1, Class A 600,000 600,000 0 0.23% -$3.11K
Fannie Mae Connecticut Avenue Securities 550,000 550,000 0 0.22% -$6.45K
Fannie Mae Connecticut Avenue Securities, Series 2022-R08, Class 1M2 500,000 500,000 0 0.20% -$2.06K
WELLS FARGO COMMERCIAL MORTGAGE TRUST 2024-SVEN WFCM 2024-SVEN A 500,000 500,000 0 0.20% -$9.02K
HAROT 2024-4 A3 500,000 500,000 0 0.20% -$1.80K
FED HOME LN BANK 500,000 500,000 0 0.20% -$925
FHLB 425,000 425,000 0 0.17% -$2.17K
FFCB 3 1/2 06/23/27 425,000 425,000 0 0.17% -$1.27K
CARMX 2024-4 A3 400,000 400,000 0 0.16% -$1.59K
Federal Farm Credit Banks Funding Corp 400,000 400,000 0 0.16% -$605
STACR 2022-DNA5 M1B 144A FRN 06-25-42 365,000 365,000 0 0.15% -$5.51K
TAOT 2024-D A3 350,000 350,000 0 0.14% -$1.03K
NATIXIS COMMERCIAL MORTGAGE SE NCMS 2019 LVL A 144A 350,000 350,000 0 0.13% -$1.15K
Federal National Mortgage Association Connecticut Avenue Securities Trust 250,000 250,000 0 0.10% -$1.24K
FED HOME LN BANK 250,000 250,000 0 0.10% -$757
TMUST 2024-2A A 250,000 250,000 0 0.10% -$830
BMWLT 2024-2 A3 250,000 250,000 0 0.10% -$688
Ford Credit Auto Owner Trust, Series 2024-C, Class A3 250,000 250,000 0 0.10% -$729
FED HOME LN BANK 250,000 250,000 0 0.10% -$191
CNH EQUIP. TST. 202 4.03% 250,000 250,000 0 0.10% -$1.36K
FANNIE MAE 250,000 250,000 0 0.10% $893
FORD CREDIT AUTO OWNER TRUST FORDO 2024 D A3 75,000 75,000 0 0.03% -$452
Low Su Gasoil G Apr26 1 1 0 0.00% $5.72K
3 Month Euro Euribor Future -5 -5 0 0.00% $2.67K

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