Seritage Growth Pptys (SRG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Seritage Growth Pptys (SRG) following the 2026 Q1 hedge fund 13F filings?

As of today, SRG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SRG gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Seritage Growth Pptys (SRG)

81 + Investors. Track Smart Money conviction in SRG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SRG

Based on 81 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 73% of 3.0Y peak

73% of all-time peak

81 funds currently hold this stock — 73% of the 3.0-year high of 111 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding SRG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 57% buying

40 buying30 selling

Last quarter: 40 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new SRG position: 10 → 13 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new

53 out of 81 hedge funds have held SRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +3%, value -98%

Value

-97%

+2%

Last quarter: funds added +3% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

10 → 10 → 13 → 9 → 17 new funds/Q

New funds entering each quarter: 10 → 13 → 9 → 17. A growing number of institutions are discovering SRG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new

Entry-cohort mix of 88 holders: 66 (75%) are 2+ year veterans, 9 entered 1–2 years ago, and 13 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

20 of 81 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.1

out of 10

Low Exit Risk

Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	81	72	12.5%
13F Shares	25M	25M	2.75%
Total Value	$68M	$3.10B	-97.82%
New Positions	17	9	+8
Increased Positions	23	27	-4
Closed Positions	8	20	-12
Reduced Positions	18	15	+3
Total Calls	4	5	-20.0%
Total Puts	3	3	-
PUT/CALL Ratio	0.75	0.6	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

12.5%

13F Shares

25M

2.75%

Total Value

$68M

$3.10B

-97.82%

New Positions

Increased Positions

-4

Closed Positions

-12

Reduced Positions

Total Calls

-20.0%

Total Puts

PUT/CALL Ratio

0.75

0.6

Neutral

Institutional Holders (2026 Q1)

81 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SRG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Littlejohn & Co LLC	2.36%	885,208	$2.5M
2	Towerview LLC	1.87%	1,030,000	$2.9M
3	FourWorld Capital Management LLC	1.60%	1,113,243	$3.1M
4	Hunting Hill Global Capital, LLC	1.45%	665,300	$1.9M
5	Worth Venture Partners, LLC	1.20%	134,523	$378K
6	Clutterbuck Capital Management LLC	0.94%	551,997	$1.6M
7	Yakira Capital Management, Inc.	0.84%	1,017,606	$2.9M
8	Hunting Hill Global Capital, LLC	0.81%	372,304	$1.0M
9	Creek Drive Management Group LLC	0.32%	506,000	$1.4M
10	GABELLI & Co INVESTMENT ADVISERS, INC.	0.32%	773,654	$2.2M
11	K2 Principal Fund, L.P.	0.21%	1,081,400	$3.0M
12	Credit Industriel Et Commercial	0.12%	561,648	$1.6M
13	Alpine Global Management, LLC	0.09%	225,000	$632K
14	Nexpoint Asset Management, L.P.	0.08%	417,500	$1.2M
15	Prelude Capital Management, LLC	0.04%	204,166	$574K
16	Camelot Portfolios, LLC	0.04%	19,222	$54K
17	Red Tortoise LLC	0.04%	33,292	$94K
18	Hotchkis & Wiley Capital Management LLC	0.03%	3,126,230	$8.8M
19	JBF Capital, Inc.	0.02%	60,000	$169K
20	Groupe la Francaise	0.02%	619,871	$1.7M
21	Altfest L J & Co Inc	0.02%	71,672	$201K
22	Gabelli Funds LLC	0.01%	782,397	$2.2M
23	Ancora Advisors LLC	0.01%	206,999	$582K
24	Newtyn Management, LLC	0.01%	41,120	$116K
25	Boothbay Fund Management, LLC	0.01%	312,111	$877K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Seritage Growth Pptys (SRG)

What does the Smart Money Trend signal show for SRG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SRG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRG?

Slight buying edge — 57% buying: Last quarter: 40 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SRG holders?

Smaller funds dominant — 12% AUM from top-100: 20 of 81 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SRG?

65% of holders stayed for 2+ years: 53 out of 81 hedge funds have held SRG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Seritage Growth Pptys (SRG) following the 2026 Q1 hedge fund 13F filings?

As of today, SRG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SRG has gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Seritage Growth Pptys (SRG)

Smart Money Signals — SRG

Buying streak — 1 quarter in a row

High ownership — 73% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 57% buying

More new buyers each quarter (+8 vs last Q)

65% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -98%

Growing discovery — still being found

Veteran-anchored — 75% veterans vs 15% newcomers

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — SRG

Hedge Fund Ownership: SRG

Market Analysis: SRG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SRG

Is It Too Late to Buy Seritage Growth Pptys (SRG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SRG

Statistics: SRG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Seritage Growth Pptys (SRG)

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