BEKE
KE Holdings Inc. · Real Estate · Real Estate - Services
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones -27.8% ·
nuevas posiciones netas -5.6%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | +2 | 84.95M | $1.24B | +9 | −6 |
| Q1 2026 | 79 | -10 | 99.95M | $1.50B | +4 | −15 |
| Q4 2025 | 89 | -2 | 126.96M | $2.00B | +1 | −2 |
| Q3 2025 | 17 | -3 | 97.94M | $1.86B | — | −4 |
| Q2 2025 | 18 | -1 | 92.87M | $1.65B | +1 | −2 |
| Q1 2025 | 16 | +1 | 97.37M | $1.96B | +1 | — |
| Q4 2024 | 15 | -1 | 106.69M | $1.96B | — | −1 |
| Q3 2024 | 15 | -1 | 104.32M | $2.08B | — | −1 |
| Q2 2024 | 16 | — | 99.14M | $1.40B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 26.71M | — | $473.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 26.71M | — | $473.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 26.71M | — | $473.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 26.71M | — | $473.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 18.29M | -50.1% | $324.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 18.29M | -50.1% | $324.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 18.29M | -50.1% | $324.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Wellington Management ✦ | 11.59M | +5.7% | $205.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 7.50M | -5.2% | $132.98M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 18 | Norges Bank ✦ (pasivo) | 7.02M | +8.2% | $124.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (pasivo) | 4.71M | -56.9% | $83.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (pasivo) | 4.30M | — | $76.26M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Millennium Management ✦ | 3.72M | +36.8% | $66.01M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 36 | Capital World Investors ✦ | 2.67M | -69.5% | $47.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Oaktree Capital Management ✦ | 1.51M | +20.6% | $26.84M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 38 | Appaloosa ✦ | 1.50M | -21.1% | $26.61M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 1.08M | +206.2% | $19.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 1.08M | +206.2% | $19.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Marshall Wace ✦ | 988.63K | -44.8% | $17.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Baillie Gifford ✦ | 423.79K | -66.5% | $7.52M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Baillie Gifford ✦ | 423.79K | -66.5% | $7.52M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Baillie Gifford ✦ | 423.79K | -66.5% | $7.52M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Baillie Gifford ✦ | 423.79K | -66.5% | $7.52M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 379.61K | -62.7% | $6.73M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 270.92K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 270.92K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 270.92K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Geode Capital Management ✦ (pasivo) | 152.28K | -96.3% | $2.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | D. E. Shaw & Co. ✦ | 43.32K | Nuevo | $768,426 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| D. E. Shaw & Co. | $768,426 | 0.0% |
Posición cerrada
| Bridgewater Associates | $17.70M | era 0.1% |
| Coatue Management | $5.47M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 197 tenedores, 138.11M acciones, $1.92B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
24.7% de clase · Ver presentación original ante la SEC ↗
24.7% de clase · Ver presentación original ante la SEC ↗