BB TOP AÇÕES SETOR IMOBILIÁRIO
Ações Setoriais · CNPJ 09.635.615/0001-69
Portfolio as of March 2026
AUM
R$139.3M
In stocks
R$147.6M
Stocks
19
YTD
▲ 19.9%
12 months
▲ 24.7%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. February 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 ALOS3 | Allos S.A. | 22.6% | R$33.4M | Trimmed−R$5.1M | ▲ 17.7% | Finance |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 17.0% | R$25.1M | Trimmed−R$3.8M | ▲ 19.3% | Finance |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 11.9% | R$17.6M | Trimmed−R$2.9M | ▲ 26.0% | Finance |
 CURY3 | Cury Construtora e Incorporadora SA | 9.7% | R$14.4M | Trimmed−R$2.3M | ▼ 7.4% | Finance |
 DIRR3 | Direcional Engenharia S.A. | 7.4% | R$11.0M | Trimmed−R$1.8M | ▼ 14.1% | Finance |
 TEND3 | Construtora Tenda SA | 6.3% | R$9.3M | Trimmed−R$1.5M | ▼ 8.3% | Finance |
 MRVE3 | MRV Engenharia e Participacoes S.A. | 4.9% | R$7.3M | Trimmed−R$1.1M | ▲ 6.1% | Consumer Durables |
 JHSF3 | JHSF Participacoes S.A. | 4.3% | R$6.3M | Trimmed−R$940.9K | ▲ 53.1% | Finance |
 MDNE3 | Moura Dubeux Engenharia SA | 3.3% | R$4.9M | Trimmed−R$738.5K | ▼ 5.0% | Finance |
 EZTC3 | EZ TEC Empreendimentos e Participacoes SA | 2.8% | R$4.2M | Trimmed−R$626.3K | ▲ 35.9% | Finance |
 CYRE4 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 2.1% | R$3.1M | New | ▲ 29.2% | Finance |
 LAVV3 | LAVVI Empreendimentos Imobiliarios SA | 2.0% | R$2.9M | Trimmed−R$426.4K | ▲ 9.5% | Finance |
 EVEN3 | Even Construtora E Incorporadora S.A. | 1.9% | R$2.8M | Trimmed−R$433.2K | ▼ 20.2% | Finance |
 LOGG3 | Log Commercial Properties e Participacoes SA | 1.8% | R$2.6M | AddedR$455.9K | ▲ 10.4% | Industrial Services |
 PLPL3 | Plano & Plano Desenvolvimento Imobiliario Ltda | 1.3% | R$2.0M | Trimmed−R$333.3K | ▼ 39.3% | Finance |
 IGTI11 | Iguatemi SA | 0.3% | R$431.6K | Trimmed−R$44.7K | ▲ 16.0% | Finance |
 HBOR3 | Helbor Empreendimentos S.A. | 0.3% | R$384.8K | Trimmed−R$57.6K | ▲ 11.3% | Consumer Durables |
 SYNE3 | Syn Prop e Tech SA | 0.0% | R$245.22 | Held | ▼ 2.2% | Finance |
 GFSA3 | Gafisa S.A. | 0.0% | R$1.69 | Held | ▼ 76.9% | Finance |