NLOP
Net Lease Office Properties · Real Estate · REIT - Office
Señales de momentum (gestores comparables):
amplitud de titulares -13.3% ·
flujo de acciones +1.6% ·
nuevas posiciones netas -15.4%
— fórmula
Acumulación concentrada — aumento de acciones entre 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 | 64 | 0 | 6.32M | $70.39M | +3 | −3 |
| Q1 2026 | 66 | -2 | 5.78M | $68.19M | +3 | −5 |
| Q4 2025 | 68 | -1 | 5.49M | $141.45M | +1 | −2 |
| Q3 2025 | 16 | 0 | 4.51M | $133.63M | +1 | −1 |
| Q2 2025 | 13 | -2 | 4.29M | $139.75M | — | −2 |
| Q1 2025 | 12 | 0 | 1.26M | $39.56M | — | — |
| Q4 2024 | 12 | 0 | 1.31M | $41.02M | — | — |
| Q3 2024 | 11 | +1 | 902.37K | $27.63M | +2 | −1 |
| Q2 2024 | 10 | — | 1.01M | $24.75M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 1.59M | — | $51.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 1.59M | — | $51.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 1.59M | — | $51.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 1.34M | — | $43.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 420.38K | +1.5% | $13.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 420.38K | +1.5% | $13.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 413.16K | +1.9% | $13.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 149.90K | +64.7% | $4.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 104.56K | +2.6% | $3.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 99.91K | +91.2% | $3.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 78.35K | -21.5% | $2.55M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 29.35K | — | $955,204 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 29.35K | — | $955,204 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 24.11K | +1.0% | $785,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 15.06K | +90.4% | $490,133 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 13.56K | -55.5% | $441,345 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 9.57K | +1.0% | $311,471 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 9.57K | +1.0% | $311,471 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 9.57K | +1.0% | $311,471 | 0.0% | ▲ Add | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Millennium Management | $521,504 | era 0.0% |
| Citadel Advisors | $237,547 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 246 tenedores, 7.80M acciones, $83.98M 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.