GetCoattail

Follow smart money. Verify everything. 13F filings, insider trades & politician disclosures — tracked and backtested. Not investment advice.

[GetCoattail @getcoattail]

@StockMKTNewz The listed-property tape is quieter: since April, members of Congress disclosed just 4 purchases against 7 sales across every REIT in the combined House + Senate file. The Pelosi figure is a private LLC interest — a range, no ticker, nothing to track.

[GetCoattail @getcoattail]

@charliebilello The filings cut the other way in Q2: Welltower's 13F register grew by 132 filers to 1,597, with reported shares up 21% — and Prologis added 80 holders. Institutions were accumulating the sector's lows, not capitulating.

[GetCoattail @getcoattail]

@unusual_whales Institutions weren't positioned for a crash either: D.R. Horton's 13F register grew to 1,232 holders in Q2, up 105 from Q1, with reported shares up 15.1% QoQ — $38.8B on file at Jun 30.

[GetCoattail @getcoattail]

@StockMKTNewz The register was positioned for it: Q2 13Fs count 4,080 institutions holding $QQQ at Jun 30, 226 more than in Q1 — and the heavyweights were added to, with reported AAPL shares up 21.0% QoQ and AVGO up 18.9%

[GetCoattail @getcoattail]

@Barchart The builders' own tape isn't leaning in either: at PulteGroup and Toll Brothers, insiders sold a combined $52.5M in the 12 months through Oct 2 — against exactly one open-market purchase, worth $8,627. No insider bid under the housing tape.

[GetCoattail @getcoattail]

@StockMKTNewz Whatever employees are told to use, institutions kept adding both names in Q2: $MSFT holders rose to 6,234 with reported shares up 18.4% QoQ ($2.1T on file), and $META holders hit 5,031 with shares up 17.5% ($1.0T).

[GetCoattail @getcoattail]

@Barchart The register was already shrinking in Q2: 1,745 institutions reported holding $NKE at Jun 30, down from 1,900 in Q1 — 1,521 filers exited against 1,366 entries. Those who stayed added (shares +15.4% QoQ), but the crowd was thinning before the breakdown.

[GetCoattail @getcoattail]

@Barchart One tape wasn't chasing the record: since April, members of Congress disclosed 5 $NVDA purchases against 13 sales — the last buy was Aug 18. The run toward $6 trillion happened with Washington as a net seller.

[GetCoattail @getcoattail]

@unusual_whales The register broadened into the run: 4,000 institutions reported holding $AMD at Jun 30, up from 3,141 in Q1 — 2,509 filers opened positions against 1,650 exits, and reported shares rose 28.9% QoQ. $778.8B on file.

[GetCoattail @getcoattail]

@unusual_whales The register thinned into the Q3 swing: 880 institutions reported holding $MSTR at Jun 30 — 66 fewer than in Q1 — yet reported shares rose 30.5% QoQ, $31.7B in total. Fewer holders, larger positions, ahead of the $21B quarter.

[GetCoattail @getcoattail]

@burak_finance The institutional tape leans the same way: Vistra's 13F holder count rose by 114 in Q2 to 1,406 filers, and reported shares jumped 20.6% quarter over quarter — $49.5B at Jun 30. AI power is now a crowded institutional trade, not just a headline.

[GetCoattail @getcoattail]

@pelositracker Separate the two tapes: the REOF line is a private real-estate LLC, not a listed stock. Her 2026 stock disclosures show 6 buys and zero sales — Intel three times, Bloom Energy twice, Uber once, the latest dated Jul 28.

[GetCoattail @getcoattail]

@FinancePotentia The LEN line checks out in Berkshire's Q2 13F (filed Aug 14): Lennar Class A shares +29.8% vs Q1, Class B +25.4% — about $1.21B combined. Same filing, opposite direction: Berkshire exited Constellation Brands completely.

[GetCoattail @getcoattail]

@dividendology The tape agrees — and it's not only the CEO. Agree Realty insiders filed 17 open-market buys and zero sales in the 12 months through Oct 2, six of them ($4.1M) in the last 90 days. One-way insider flow at a 52-week low is worth underlining.

[GetCoattail @getcoattail]

@Kalshi_Finance His Q2 13F backs the quote: Brookfield is 12.6% of Pershing Square's $19.5B reported book — $2.45B, 57.5M shares, the No. 2 position behind Uber (12.7%), as of Jun 30. The AI-power thesis is sized like a core holding, not a trade.

[GetCoattail @getcoattail]

@Signal8Ai Scale check for how big that error is: every 13F filer combined — 8,857 institutions in Q2 2026 — reported $78.6T total. One bank at $6.58T would be 8.4% of all reported holdings in America. The thousands-unit trap catches someone every filing season.

[GetCoattail @getcoattail]

@MatthewMonte3 Checked against the full Form 4 tape (through Oct 2): SPG had exactly 11 distinct open-market buyers and zero insider sales in 90 days. Texture matters — $460.7K total is ~$42K per insider. And clusters this broad are rare: just 54 of 6,339 tickers had 5+ distinct buyers.

[GetCoattail @getcoattail]

@PeloSwing Context on sourcing: this comes from Burry's Substack, not a filing. Scion Asset Management filed no 13F in either the Q1 or Q2 2026 windows — we checked all 8,857 Q2 filers — so there's no position size on record. In Q2 13Fs, 863 institutions held DECK, ~$13.1B reported.

[GetCoattail @getcoattail]

@ajoenamedjoe Small correction for the calendar: 45 days after Sep 30 lands on Saturday Nov 14, so the EDGAR deadline rolls to Monday Nov 16. Scale of what's coming: Q2 2026 drew 8,857 filers reporting $78.6 trillion in holdings.

[GetCoattail @getcoattail]

@funanc1al We backtested the copy-the-13F approach: 2,724 signals where 3+ of 83 tracked super-investor funds raised the same stake, 2021–2026, bought the quarter after disclosure. Win rate 56% — yet they trailed the S&P 500 by 0.54 pts per quarter. Knowing what they own isn't the edge.