Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Ariel Appreciation Fund & Third Avenue Management Portfolio Overlap

Shared 13F holdings between Ariel Appreciation Fund and Third Avenue Management based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

3

Minimal overlap

Shared Holdings

2 shared positions across both portfolios (104 holdings for Ariel Appreciation Fund, 53 for Third Avenue Management).

StockAriel Appreciation Fund valueThird Avenue Management valueCombined valueConvictionEst. current valueSector
JLL

Jones Lang LaSalle Incorporated

$311.71M$9.86M$321.57M2.6%$315.22MReal Estate
CBRE

CBRE Group Inc

$35.65M$18.47M$54.11M1.7%$52.25MReal Estate

Largest Shared Position

Jones Lang LaSalle Incorporated (JLL) represents the largest overlapping position between Ariel Appreciation Fund and Third Avenue Management based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of JLL positions reported by both investment firms is approximately $321.57M, reflecting overlapping institutional exposure to Jones Lang LaSalle Incorporated.

Shared Sector Exposure

SectorCombined valueShared holdings
Real Estate$375.68MCBRE, JLL

Consensus Smart Money Signals

Shared holdings between Ariel Appreciation Fund and Third Avenue Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

  • Strongest overlap by reported value: JLL ($321.57M combined).
  • Highest average portfolio weight in overlap: JLL (2.6% conviction score).

Historical Overlap Trend

The overlap between Ariel Appreciation Fund and Third Avenue Management was unchanged between Q4 2001 and Q1 2001, with 2 shared holdings in the latest period ($375.68M combined reported value) versus 2 in the prior period ($369.65M).

Overlap Score Guide

ScoreMeaning
85–100Extremely high shared conviction
65–84Strong overlap
45–64Moderate overlap
25–44Limited overlap
0–24Minimal overlap

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