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Strs Ohio continued its portfolio rebalancing, reducing its stake in American International Group (AIG) by 15.9% and trimming its position in Federal Realty Investment Trust (FRT) by 5.9% through the sale of 9,696 shares. The partial divestment from FRT occurred despite the trust reporting Q1 earnings of $1.88 per share and raising its FY 2026 EPS guidance to over $7.4. Conversely, the fund increased its holding in Ingersoll Rand (IR) by 11.2% to $18.8 million following an earnings beat. These moves follow previous adjustments where the fund cut stakes in Western Digital by 12.4% and Texas Instruments by 3.9%. Additionally, the fund slashed its position in AvalonBay Communities by 20.5% and sold 60,000 shares of Aptiv PLC, highlighting a selective approach across the insurance, industrial, and real estate sectors.
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