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. | Antipodes Partners Jacob Mitchell | 1,674,362 | $126,799,434 | +4% | 2.32% |
| 2. | Fisher Asset Management Ken Fisher | 413,893 | $31,344,218 | -93% | 0.01% |
| 3. | Skylands Capital Charles Paquelet | 279,035 | $21,131,321 | -3% | 2.6% |
| 4. | Motley Fool Asset Management Bryan Hinmon | 34,708 | $2,628,437 | -1% | 0.1% |
| 5. | Bailard Inc Thomas Bailard | 4,246 | $321,522 | +3% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $90.24 | 820 | $73,996.80 | 23,934 | 2026-05-05 | Filing | |
| $103.27 | 380 | $39,242.60 | 20,441 | 2025-05-09 | Filing | |
| $103.17 | 18 | $1,857.06 | 3,041 | 2024-04-02 | Filing | |
| $109.32 | 99 | $10,822.68 | 3,023 | 2024-01-18 | Filing | |
| $173.38 | 12 | $2,080.54 | 86,010 | 2022-09-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $87.49 | 3,000 | $262,470.00 | 5,800 | 2026-02-27 | Filing | |
| $86.34 | 4,650 | $401,481.00 | 25,183 | 2026-02-25 | Filing | |
| $79.71 | 1,883 | $150,093.93 | 13,935 | 2026-02-06 | Filing | |
| $93.99 | 1,065 | $100,094.03 | 15,818 | 2025-10-28 | Filing | |
| $98.08 | 30,000 | $2,942,295.00 | 65,571 | 2025-10-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,705,219 | $356,326,235 | 0.7% | |
| 2. | 3,218,165 | $243,712,986 | 0.12% | |
| 3. | 2,727,278 | $206,536,763 | 2.39% | |
| 4. | 2,229,695 | $168,854,745 | 0.03% | |
| 5. | 1,863,210 | $141,100,894 | 0.31% |