Sector rotation

Real Estate

+$1.1B

high-conviction flow IN · rank #4/11

Across 797 funds with a position change, 437 added / 360 trimmed Real Estate this quarter. The names and managers driving it are below.

Quarter ended 2026-03-31SEC EDGAR 13F · 2026-03-31

13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-03-31 and were broadly public by ~2026-05-15. This is where money WAS, not where it is now.

net flow

+$1.1B

breadth

55% adding

changed funds

797

High-conviction filers are buying

12 names · conviction-weighted net flow

BNBROOKFIELD CORP

247↑/102↓

+$9.5B 2

CBRECBRE GROUP INC - A

336↑/135↓

+$4.8B 3

DLRDIGITAL REALTY TRUST INC

AVBAVALONBAY COMMUNITIES INC

GLPIGAMING AND LEISURE PROPERTIE

AMHAMERICAN HOMES 4 RENT- A

152↑/59↓

+$1.1B 10

BRXBRIXMOR PROPERTY GROUP INC

157↑/42↓

+$905.4M 11

INVHINVITATION HOMES INC

195↑/65↓

+$891.2M 12

HSTHOST HOTELS & RESORTS INC

219↑/48↓

+$867.3M

High-conviction filers are selling

0 names · conviction-weighted net flow

No notable selling in Real Estate this quarter.

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Loading Real Estate sellers

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Funds driving the rotation

Highest conviction-weighted net flow by fund

Buying in

PRINCIPAL FINANCIAL GROUP INCFQS 44

+$4.4B

PRICE T ROWE ASSOCIATES INC /MD/FQS 56

+$4.3B

Partners Value Investments L.P.FQS 50

+$3.7B

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMEFQS 52

+$2.7B

Nuveen, LLCFQS 57

+$1.6B

BROOKFIELD Corp /ON/FQS 74

+$1.6B

Selling out

No rows

Loading funds driving the rotation

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Your agent can pull this. Same sector rotation, sourced and caveated, via MCP or REST.

{ }capital_rotation · API & MCP

Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.