LAMR
Lamar Advertising Company · Real Estate · REIT - Specialty
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones +12.6% ·
nuevas posiciones netas +16.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 129 | +11 | 57.11M | $8.91B | +12 | — |
| Q1 2026 | 120 | -10 | 60.15M | $7.62B | +1 | −12 |
| Q4 2025 | 129 | +1 | 68.96M | $8.70B | +2 | — |
| Q3 2025 | 21 | 0 | 41.75M | $5.11B | — | −1 |
| Q2 2025 | 19 | 0 | 39.72M | $4.82B | +2 | −2 |
| Q1 2025 | 16 | +2 | 10.07M | $1.14B | +2 | — |
| Q4 2024 | 14 | +1 | 9.63M | $1.17B | +1 | — |
| Q3 2024 | 12 | +2 | 8.21M | $1.10B | +2 | — |
| Q2 2024 | 10 | — | 7.29M | $871.64M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 2.05M | +4.6% | $274.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 2.05M | +4.6% | $274.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capital World Investors ✦ | 2.01M | +0.1% | $267.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.97M | +45.5% | $263.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.97M | +45.5% | $263.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.97M | +45.5% | $263.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.97M | +45.5% | $263.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Norges Bank ✦ (pasivo) | 860.95K | +43.0% | $115.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 629.97K | +9.5% | $84.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 629.97K | +9.5% | $84.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 220.62K | +2728.5% | $29.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 121.63K | +23.0% | $16.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 121.63K | +23.0% | $16.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 121.63K | +23.0% | $16.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Markel Group ✦ | 111.00K | +18.1% | $14.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 84.27K | -84.3% | $11.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 67.16K | Nuevo | $8.97M | 0.0% | New | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 66.52K | +26.5% | $8.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 14.40K | Nuevo | $1.92M | 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
| Millennium Management | $8.97M | 0.0% |
| Renaissance Technologies | $1.92M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 687 tenedores, 85.31M acciones, $10.17B 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.