Brasilagro - Brazilian Agricultural Real Estate Co: which funds bought and sold

Institutions that bought and sold Brasilagro - Brazilian Agricultural Real Estate shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 15 institutions that filed 13F reports for both quarters added to or opened positions in Brasilagro - Brazilian Agricultural Real Estate, and 13 cut or closed them. Together they added a net 18K shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 54K shares (+34.0%); index fund managers were net sellers of 2,188 shares (−1.3%). 5 opened a new position and 6 sold out entirely.

Bought, Q2 2026 15 institutions, 5 of them new holders Sold, Q2 2026 13 institutions, 6 of them sold out

Net change, all compared +18K shares (+1.1%)

Net change, active managers +54K shares (+34.0%), 2 bought, 0 sold

Buyers versus sellers

institutions compared, 31

15 bought 3 13 sold

Active managers and hedge funds 2 bought · 0 sold · +54K

Index fund managers 1 bought · 2 sold · −2,188

Other institutions 12 bought · 11 sold · −34K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+34K +24.4%	174K	$619,395
Citadel Advisors LLC Hedge fund	+20K +99.8%	41K	$146,124
Grace & White Inc	+19K +2.5%	774K	$2.8M
Lido Advisors, LLC	+17K New position	17K	$60,583
Patten & Patten Inc	+11K New position	11K	$40,691
Xtx Topco Ltd	+9,214 +29.7%	40K	$143,689
Smartharvest Portfolios, LLC	+6,617 +30.4%	28K	$101,334
Corecam Pte. Ltd.	+6,600 +27.5%	31K	$109,171
Integrated Wealth Concepts LLC	+2,269 New position	2,269	$8,100
Rhumbline Advisers Index funds	+1,300 New position	1,300	$4,641
Zurcher Kantonalbank (Zurich Cantonalbank)	+1,022 +4.7%	23K	$80,611
Osaic Holdings, Inc.	+352 +19.8%	2,127	$7,596
Parallel Advisors, LLC	+350 New position	350	$1,250
UBS Group AG	+152 +0.7%	23K	$81,485
Caitong International Asset Management Co., Ltd	+2 +100.0%	4	$14

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+34K +24.4%	174K	$619,395
Citadel Advisors LLC Hedge fund	+20K +99.8%	41K	$146,124

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Windmill Hill Asset Management Ltd	−71K −50.0%	71K	$253,106
Jane Street Group, LLC	−19K Sold out	0	—
Ern Financial, LLC	−13K Sold out	0	—
Blackrock, Inc. Index funds	−3,158 −9.6%	30K	$106,497
Eversource Wealth Advisors, LLC	−2,349 Sold out	0	—
Morgan Stanley	−1,592 −42.4%	2,165	$7,729
Sbi Securities Co., Ltd.	−510 −2.0%	25K	$87,594
Mai Capital Management	−469 Sold out	0	—
Northern Trust Corp Index funds	−330 −0.2%	138K	$491,586
Quadrant Capital Group LLC	−154 Sold out	0	—
Farther Finance Advisors, LLC	−151 Sold out	0	—
Signaturefd, LLC	−72 −13.7%	452	$1,614
Allworth Financial LP	−65 −27.7%	170	$607

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Lido Advisors, LLC	17K	$60,583
Patten & Patten Inc	11K	$40,691
Integrated Wealth Concepts LLC	2,269	$8,100
Rhumbline AdvisersIndex funds	1,300	$4,641
Parallel Advisors, LLC	350	$1,250

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	19K	$79,778
Ern Financial, LLC	13K	$54,990
Eversource Wealth Advisors, LLC	2,349	$9,936
Mai Capital Management	469	$1,984
Quadrant Capital Group LLC	154	$652
Farther Finance Advisors, LLC	151	$619

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 26
Ten largest holders: 89.2%
Index fund managers: 10.6%
Active managers and hedge funds: 13.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	2	0	0	0	+54K	+34.0%
Index fund managers	1	2	1	0	−2,188	−1.3%
Other institutions	12	11	4	6	−34K	−2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Brasilagro - Brazilian Agricultural Real Estate.

Only managers that filed a holdings report for both quarters are compared (31 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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