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Seaport Entertainment Group Inc.

SEG Real Estate
$25.96 +$0.11 (0.43%)
Market Cap: $325.87 M
Gurus Holding
4
Popularity Rank
#2166
% of Shares Held
40.17%
Net Activity (Q2 2026)
-$966,477.34

Guru Ownership Trend

Guru Analysis for Seaport Entertainment Group Inc. (SEG)

Seaport Entertainment Group Inc. (SEG), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $133.57 M.

Top institutional holders include Bill Ackman and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $966,477.34 net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 120.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 66.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$742,252.73
Total Buy Value
New Buys 0
Additions 1
-$1.71 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for Seaport Entertainment Group Inc. (SEG)

Major holders include Bill Ackman ($107.91 M), Cliff Asness ($1.36 M), Murray Stahl ($1.13 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 5.15 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $966,477.34, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited SEG. The total reported sell value was $1.71 M.

Yes, 0 managers opened new positions in SEG, and 1 increased their existing holdings. The total reported buy value was $742,252.73.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.79% 5,023,780 $107.91 M Q1 2026
0.00% Add 120.1% 51,134 $1.36 M Q2 2026
0.01% Reduce -19.0% 42,503 $1.13 M Q2 2026
0.00% Reduce -66.0% 27,999 $744,773 Q2 2026
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