17
BN
BROOKFIELD CORP · Real Estate
Consensus score 17/100 · #34 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-8.4%
21-day momentum
-3.2%
recent volume
1.34×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-14.6%
30-wk MA slope
-3.0%
rel. strength
-21.1
52-wk range
1%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. 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
6.0%
of their portfolios
Combined value
$3.67B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Pershing Square Activist | 12.6% | $2.45B | TRIM |
| Akre Capital Quality compounder | 10.1% | $516M | TRIM |
| Broad Run Investment Mgmt Concentrated | 7.9% | $51M | TRIM |
| Markel Group Concentrated | 4.2% | $557M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.8% | $68M | ADD |
| Lone Pine Capital Concentrated | 0.2% | $34M | 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.