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First transparent benchmark for ultra-HNW allocation shows public equities rising, real estate falling, with quarterly updates starting August 2026.
$2.7 billion
in assets under management
$5 trillion
in aggregated assets
CNBC and Addepar released the Family Office Portfolio Tracker in May 2026, mapping allocation patterns across family offices averaging $2.7 billion in assets under management. The product launch marks the first public-facing benchmark designed to surface drift in ultra-high-net-worth positioning, a segment historically opaque to third-party analytics providers.
The initial dataset confirms public equities are the fastest-growing asset class among tracked family offices, while real estate holdings contract as a percentage of total portfolio weight. Addepar, which manages reporting infrastructure for $5 trillion in aggregated assets, contributed anonymized position data. CNBC contributed editorial overlay and distribution through its digital wealth vertical, targeting registered investment advisors and multi-family office operators seeking peer comparison metrics.
The real estate decline arrives during a cycle when private credit has absorbed allocator attention and dry powder. Family offices that built positions in commercial real estate between 2015 and 2021 now face mark-to-market pressure on office and retail sub-sectors, driving deliberate downsizing. Public equities, conversely, offer immediate liquidity and transparent valuation—two features that matter when principals demand quarterly portfolio reviews instead of annual summaries. The tracker's timing coincides with family offices professionalizing operations, hiring dedicated CFOs, and demanding the same performance attribution tools institutional allocators have used for two decades.
The collaboration signals Addepar's push beyond pure infrastructure into media partnership, leveraging CNBC's audience reach to reinforce its position as the system of record for complex portfolios. For CNBC, the tracker extends its wealth coverage into actionable data products, a shift from reporting on allocations to publishing the allocations themselves. The model resembles Bloomberg's approach with the Billionaires Index—journalism as a vehicle for proprietary datasets that drive subscription engagement.
Operators should monitor whether the tracker expands to include private equity detail, venture vintage performance, and direct investment exposure by the third quarter of 2026. Addepar has hinted at sector-level breakdowns and geographic concentration metrics in future releases. Family offices that participate gain peer benchmarking; those that withhold data risk portfolio construction that drifts from where capital is actually moving. The tracker will update quarterly, with the next release expected in August 2026.
The $2.7 billion average exposes the floor for what CNBC and Addepar consider "family office" scale, effectively excluding smaller wealth holders and reinforcing that this dataset tracks allocation behavior among principals who move markets, not participate in them.
Branded by POPS4 · proof in 60 seconds
For the principal
Your allocations are now comparable data. Peer drift toward public equities and away from real estate is visible and quarterly.
For the operator
Benchmark your family office clients against the $2.7B cohort before August's update reveals wider sector and geography breakdowns.
For the house
Monitor tracker releases for early signals on where capital rotates before it appears in 13F filings or fundraising announcements.
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