Real Estate

Sector snapshot across all whales tracked on whalstreet · As of 2026-03-31

Stocks held

Whales with exposure

Aggregate $ exposure

$9.4B

Avg position weight

1.8%

Recent activity · Q1 2026

Top buys, sells, new positions, and exits in this sector

Top buys

Biggest net buy value

Stock	Buyers	Value
MMI · Marcus & Millichap Inc.	1	$37M
WPC · Wp Carey Inc.	3	$19M
RYN · Rayonier Inc.	2	$8M
SEG · Seaport Entmt Group Inc.	1	$8M
EQIX · Equinix Inc.	1	$5M
JLL · Jones Lang Lasalle Inc.	2	$4M
DOC · Healthpeak Properties Inc.	1	$4M
DLR · Digital Rlty Tr Inc.	1	$2M
FRMI · Fermi Inc.	1	$2M
SMA · Smartstop Self Storag Reit I	1	$1M

Top sells

Biggest net sell value

Stock	Sellers	Value
CBRE · Cbre Group Inc.	2	-$188M
AMT · American Tower Corp. New	2	-$43M
DRH · Diamondrock Hospitality Co.	1	-$21M
REXR · Rexford Indl Rlty Inc.	1	-$6M
NMRK · Newmark Group Inc.	1	-$5M
BXP · Bxp Inc.	1	-$3M
SHO · Sunstone Hotel Invs Inc. New	1	-$3M
MAC · Macerich Co.	2	-$3M
SKT · Tanger Inc.	2	-$2M
BEKE · Ke Hldgs Inc.	1	-$1M

Hot new positions

First-time buys this quarter

Mass exits

Stocks the most whales fully exited

Stock	Whales	Value
No data this quarter.

Top stocks · Real Estate

Ranked by aggregate value held across all whales

Stock	Holders	Aggregate held	Max weight	Current price
CSGP · Costar Group Inc.	7	$1.6B	12.1%	$32.77
HHH · Howard Hughes Holdings Inc.	2	$1.5B	9.7%	$65.77
JOE · St Joe Co.	1	$1.2B	80.4%	$65.79
CBRE · Cbre Group Inc.	7	$679M	4.3%	$146.33
EQR · Equity Residential	2	$589M	1.0%	$65.54
CIGI · Colliers Intl Group Inc.	3	$499M	4.7%	$98.63
JLL · Jones Lang Lasalle Inc.	6	$342M	3.2%	$329.87
EXR · Extra Space Storage Inc.	2	$336M	0.6%	$143.30
AMT · American Tower Corp. New	4	$335M	1.8%	$176.53
LAMR · Lamar Advertising Co. New	5	$284M	11.9%	$157.93
BXP · Bxp Inc.	3	$261M	0.4%	$59.43
DLR · Digital Rlty Tr Inc.	2	$248M	0.6%	$195.31
DEI · Douglas Emmett Inc.	3	$213M	0.9%	$12.37
COMP · Compass Inc.	1	$134M	1.4%	$8.72
KW · Kennedy-Wilson Holdings Inc.	1	$129M	6.2%	$11.02
RYN · Rayonier Inc.	2	$127M	5.5%	$20.42
SEG · Seaport Entmt Group Inc.	2	$119M	3.4%	$22.22
FSV · Firstservice Corp. New	2	$71M	0.6%	$134.56
KRC · Kilroy Rlty Corp.	1	$69M	1.0%	$34.90
PLD · Prologis Inc.	3	$60M	3.4%	$144.09
VNO · Vornado Rlty Tr	1	$56M	0.7%	$32.16
MMI · Marcus & Millichap Inc.	1	$54M	0.2%	$30.42
COLD · Americold Realty Trust Inc.	1	$45M	0.8%	$14.84
PEB · Pebblebrook Hotel Tr	1	$38M	0.5%	$14.72
HR · Healthcare Rlty Tr	1	$38M	0.1%	$20.15
SDHC · Smith Douglas Homes Corp.	3	$31M	4.0%	$13.00
BEKE · Ke Hldgs Inc.	1	$28M	0.1%	$18.87
ALX · Alexanders Inc.	1	$27M	1.2%	$246.00
DRH · Diamondrock Hospitality Co.	1	$27M	0.1%	$10.79
ESRT · Empire St Rlty Tr Inc.	1	$24M	1.1%	$5.71

Top whales · Real Estate

Ranked by sector concentration weight (sum of position weights for stocks in this sector)

Whale	Positions	Sector weight	Sector $ exposure
Fairholme Focused Income Fund · Fairholme Capital Management LLC	1	80.4%	$1.2B
Third Avenue Management LLC	9	18.4%	$101M
Dennis Hong · Shawspring Partners LLC	1	12.1%	$64M
Tom Bancroft · Makaira Partners LLC	1	11.9%	$15M
Bill Ackman · Pershing Square Capital Management, L.P.	2	10.3%	$1.6B
Mason Hawkins · Southeastern Asset Management Inc./Tn/	3	7.7%	$174M
Chuck Akre · Akre Capital Management LLC	2	7.6%	$692M
Prem Watsa · Fairfax Financial Holdings Ltd./ Can	2	6.3%	$132M
William Von Mueffling · Cantillon Capital Management LLC	2	5.4%	$811M
Henry Ellenbogen · Durable Capital Partners LP	2	5.3%	$563M
Greg Alexander · Conifer Management, L.L.C.	1	4.0%	$24M
John Rogers · Ariel Investments, LLC	2	3.6%	$334M
Thomas Kahn · Kahn Brothers Group Inc.	2	3.4%	$19M
Robert Olstein · Olstein Capital Management, L.P.	3	3.0%	$14M
Daniel Loeb · Third Point LLC	1	2.9%	$213M
Wallace Weitz · Weitz Investment Management, Inc.	1	2.9%	$48M
Bill Miller · Miller Value Partners, LLC	1	2.8%	$8M
Torray Investment Partners LLC	1	2.6%	$18M
First Eagle Investment · First Eagle Investment Management, LLC	21	2.4%	$1.4B
Howard Marks · Oaktree Capital Management LP	6	2.0%	$141M

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★ WatchlistData from SEC EDGAR · whalstreet.com