Across 2405 funds with a position change, 1390 added / 1015 trimmed Real Estate this quarter. The names and managers driving it are below.
13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-06-30 and were broadly public by ~2026-08-14. This is where money WAS, not where it is now.
Preparing sourced rows
Preparing sourced rows
Preparing sourced rows
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 about 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.
10 names · conviction-weighted net flow
2 names · conviction-weighted net flow
Highest conviction-weighted net flow by fund