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Family offices added **$22.4B** in public equities while cutting **$11.1B** in real estate over twelve months—execution, not just talk.
30%
over the trailing twelve months while real estate holdings…
18%
across the surveyed family offices
$247 billion
in managed assets
$22.4 billion
in net public equity exposure during the period while…
CNBC and wealth platform Addepar launched the Family Office Portfolio Tracker on May 21, 2026, the first recurring dataset offering systematic visibility into how single-family offices allocate capital. The inaugural report shows public equities grew 30% over the trailing twelve months while real estate holdings contracted 18% across the surveyed family offices, representing a combined $247 billion in managed assets. The tracker will refresh quarterly.
The shift is not sentiment. It is execution. Family offices added $22.4 billion in net public equity exposure during the period while reducing real estate positions by $11.1 billion. The tracker aggregates anonymized data from 184 participating family offices, all managing north of $500 million, with median AUM of $1.3 billion. Addepar provides the infrastructure; CNBC provides the editorial wrapper. The dataset includes asset-class breakdowns, geographic concentration, and sector tilts. It does not name individual offices.
The real estate contraction reflects two forces: valuation discipline and liquidity preference. Office assets remain impaired in most primary markets. Family offices are not waiting for a recovery. Meanwhile, public equity markets offered both growth and exit optionality through 2025, a combination real estate has not provided since early 2022. The tracker shows 63% of surveyed offices increased their public equity weighting in the past year, while only 19% added to real estate. The rest held flat or reduced both.
This is the first time family office allocation data has been published with this frequency and sample size. Prior industry surveys were annual, smaller, and often self-reported without platform verification. Addepar's position as custodian and reporting layer for many large family offices gives the tracker structural credibility. The dataset will matter most to fund managers, wealth advisors, and the family offices themselves, who now have a reference benchmark that did not exist twelve months ago.
Operators and allocators should watch three follow-on releases. The next quarterly update in August will show whether the equity preference persists or was a one-period rotation. The tracker will add private equity and hedge fund exposure breakdowns in Q4 2026, per CNBC's editorial roadmap. And Addepar's willingness to expand the participant base beyond its own client roster will determine whether this becomes the industry standard or remains a club dataset. The platform has not yet committed to open enrollment.
The tracker is not a sentiment survey. It is a ledger. And the ledger shows that family offices are already rotating toward liquid, marked, and tradable exposures at the expense of long-duration property bets.
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