19
BN
BROOKFIELD CORP · Real Estate
Consensus score 19/100 · #22 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-2.3%
21-day momentum
-3.9%
recent volume
0.64×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-2.1%
30-wk MA slope
-0.5%
rel. strength
-16.0
52-wk range
16%
Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
7.7%
of their portfolios
Combined value
$4.20B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Pershing Square Activist | 17.6% | $2.42B | TRIM |
| Akre Capital Quality compounder | 11.3% | $689M | TRIM |
| Broad Run Investment Mgmt Concentrated | 8.6% | $49M | HOLD |
| Markel Group Concentrated | 4.4% | $529M | HOLD |
| Lone Pine Capital Concentrated | 3.6% | $454M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.7% | $64M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.