REA

Rare Earths Americas Inc Cross-source read$10.96 1.44%
MaterialsCUSIP 75381A108· EOD Sep 11, 2026

Among active 13F managers last quarter, 17 opened and none reduced or exited; the largest holder to move was Hancock Prospecting Pty Ltd (new position). No open-market insider trades in the last 180 days.

Tracked 13F holders
23
13F value (tracked)
$37.8M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
17 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$10.96 1.44%0Y -42.3%
$7.60$12.97$18.34$23.71$29.08May 2026JunJunJulAugSep8
Hover for who · click for detailEnd-of-day closing prices52w $9.08 – $27.60

Who owns REA?

23 tracked 13F filers · ranked by shares held

23 tracked 13F filers disclose a position in REA as of the latest SEC 13F filings, a combined $37.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Hancock Prospecting Pty Ltd1.2M
$19.1M
New
+1.2M sh
Q2 2026
2Regal Partners Ltd230K
$3.5M
New
+230K sh
Q2 2026
3Vanguard Capital Management LLC153K
$2.3M
New
+153K sh
Q2 2026
4Alyeska Investment Group, L.P.126K
$1.9M
New
+126K sh
Q2 2026
5ArrowMark Colorado Holdings LLC87K
$1.3M
New
+87K sh
Q2 2026
6ExodusPoint Capital Management, LP85K
$1.3M
New
+85K sh
Q2 2026
7Citadel Advisors LLC82K
$1.3M
New
+82K sh
Q2 2026
8Price T Rowe Associates Inc72K
$1.1M
New
+72K sh
Q2 2026
9Woodline Partners LP70K
$1.1M
New
+70K sh
Q2 2026
10LMR Partners LLP65K
$993K
New
+65K sh
Q2 2026
11Weiss Asset Management LP50K
$764K
New
+50K sh
Q2 2026
12Ghisallo Capital Management LLC50K
$764K
New
+50K sh
Q2 2026
13Geode Capital Management, LLC37K
$567K
New
+37K sh
Q2 2026
14Empyrean Capital Partners, LP30K
$458K
New
+30K sh
Q2 2026
15Luminus Management LLC30K
$458K
New
+30K sh
Q2 2026
16Soros Fund Management LLC20K
$306K
New
+20K sh
Q2 2026
17Vanguard Fiduciary Trust Co19K
$297K
New
+19K sh
Q2 2026
18BlackRock, Inc.13K
$196K
New
+13K sh
Q2 2026
19Vanguard Portfolio Management LLC6K
$92K
New
+6K sh
Q2 2026
20Global Retirement Partners, LLC560
$9K
New
+560 sh
Q2 2026
21Vanguard Global Advisers, LLC264
$4K
New
+264 sh
Q2 2026
22International Assets Investment Management, LLC200
$3K
New
+200 sh
Q2 2026
23Pacific Center for Financial Services35
$535
New
+35 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is REA being bought or sold by institutions?

Last quarter, 17 funds opened a new position in REA, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
17
funds took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own REA also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA13 funds$79.7B
Microsoft CorpMSFT13 funds$35.5B
Amazon.com IncAMZN12 funds$30.8B
Meta Platforms Inc-Class AMETA12 funds$19.5B
Tesla IncTSLA12 funds$11.9B
Walt Disney CoDIS12 funds$1.9B
Warner Bros Discovery IncWBD12 funds$1.8B
Uber Technologies IncUBER12 funds$664.3M
Alphabet Inc-CL AGOOGL11 funds$38.3B
Eli Lilly & CoLLY11 funds$18.2B
Unitedhealth Group IncUNH11 funds$10.3B
Space Exploration Techn-CL ASPCX11 funds$5.7B

Ranked by how many of REA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in REA.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
00
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
REA is in Materials, which smart money is rotating OUT OF
$8.5B

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.

Recent filings

15 most recent

Keep exploring

Connected entities for REA

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Ask your agent what changed in REA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/REA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for REA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for REA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.