Top 12 Beaten-Down REITs Ready for a Rotation Rally
The bulls have been winning on Wall Street over the past two years, and this market has been powered by an artificial intelligence boom, according to a July 8 Bloomberg Intelligence podcast.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,195,978 | $724,141,883 | -2% | 0.39% |
| 2. | Fisher Asset Management Ken Fisher | 1,736,413 | $299,670,408 | -3% | 0.1% |
| 3. | Cantillon Capital Management William Von Mueffling | 1,612,473 | $278,280,591 | -12% | 1.85% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 1,226,889 | $211,736,504 | +184% | 0.17% |
| 5. | Point72 Asset Management Steve Cohen | 1,205,312 | $208,012,745 | +1449% | 0.27% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $185.30 | 2,671 | $494,936.30 | 4,936 | 2026-03-10 | Filing | |
| $178.99 | 5,554 | $994,110.46 | 5,689 | 2025-10-31 | Filing | |
| $232.56 | 5 | $1,162.80 | 9,592 | 2023-02-02 | Filing | |
| $197.16 | 5 | $985.80 | 9,587 | 2022-10-26 | Filing | |
| $244.96 | 9 | $2,204.64 | 2,514 | 2022-04-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $177.54 | 416 | $73,856.64 | 29,461 | 2026-04-29 | Filing | |
| $178.48 | 556 | $99,234.88 | 29,877 | 2026-04-28 | Filing | |
| $189.82 | 1,773 | $336,550.86 | 105,374 | 2026-03-04 | Filing | |
| $188.82 | 16,625 | $3,139,132.50 | 107,147 | 2026-03-04 | Filing | |
| $187.90 | 15,084 | $2,834,283.60 | 123,772 | 2026-03-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,049,635 | $171,688,797 | 0.84% | |
| 2. | 849,693 | $138,984,286 | 1.63% | |
| 3. | 848,826 | $138,842,469 | 0.67% | |
| 4. | 489,581 | $80,080,763 | 0.07% | |
| 5. | 418,541 | $68,460,793 | 0.93% |