BrasilAgro - Brazilian Agricultural Real Estate Co (LND) shareholders
Close on Nov 13, 2026Market cap $321.40MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Kopernik Global Investors, LLC Joint filing with David B. Iben (6.34%) | 6,509,500 | 6.34% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LND | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Grace & White Inc /Ny | 773,582 | 0.75% | $2.76M | +18,859 | 0.44% |
| Renaissance Technologies LLC | 173,500 | 0.17% | $619.40K | +34,000 | 0.00% |
| Northern Trust Corp | 137,699 | 0.13% | $491.59K | −330 | 0.00% |
| US Bancorp \de\ | 90,694 | 0.09% | $323.78K | – | 0.00% |
| Windmill Hill Asset Management Ltd | 70,898 | 0.07% | $253.11K | −70,898 | 0.06% |
| Citadel Advisors LLC | 40,931 | 0.04% | $146.12K | +20,443 | 0.00% |
| XTX Topco Ltd | 40,249 | 0.04% | $143.69K | +9,214 | 0.00% |
| Corecam Pte. Ltd. | 30,580 | 0.03% | $109.17K | +6,600 | 0.04% |
| Commonwealth Equity Services, LLC | 30,326 | 0.03% | $108.26K | – | 0.00% |
| BlackRock, Inc. | 29,831 | 0.03% | $106.50K | −3,158 | 0.00% |
| SmartHarvest Portfolios, LLC | 28,385 | 0.03% | $101.33K | +6,617 | 0.03% |
| Fca Corp /Tx | 27,432 | 0.03% | $97.93K | – | 0.02% |
| SBI Securities Co., Ltd. | 24,536 | 0.02% | $87.59K | −510 | 0.00% |
| UBS Group AG | 22,825 | 0.02% | $81.49K | +152 | 0.00% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,580 | 0.02% | $80.61K | +1,022 | 0.00% |
| Lido Advisors, LLC | 16,970 | 0.02% | $60.58K | New | 0.00% |
| Patten & Patten Inc/Tn | 11,398 | 0.01% | $40.69K | New | 0.00% |
| Evelyn Partners Group Ltd | 8,918 | 0.01% | $31.84K | New | 0.00% |
| Integrated Wealth Concepts LLC | 2,269 | 0.00% | $8.10K | New | 0.00% |
| Morgan Stanley | 2,165 | 0.00% | $7.73K | −1,592 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 2M | 1.5% | 6 / 10 | 7 / 6 | 0M | 0M |
| Q1 2026 | 29 | 2M | 1.5% | 9 / 7 | 7 / 3 | 0M | 0M |
| Q4 2025 | 23 | 1M | 1.4% | 3 / 6 | 7 / 4 | 0M | 0M |
| Q3 2025 | 24 | 2M | 1.5% | 2 / 3 | 10 / 4 | 0M | 0M |
| Q2 2025 | 26 | 2M | 1.7% | 8 / 5 | 6 / 4 | 0M | 0M |
| Q1 2025 | 22 | 1M | 1.5% | 0 / 6 | 11 / 5 | 0M | 0M |
| Q4 2024 | 27 | 2M | 1.7% | 12 / 8 | 4 / 3 | 1M | 0M |
| Q3 2024 | 18 | 1M | 1.1% | 5 / 3 | 6 / 1 | 0M | 0M |
| Q2 2024 | 15 | 1M | 1.3% | 0 / 10 | 1 / 3 | 0M | 0M |
| Q1 2024 | 18 | 1M | 1.3% | 1 / 5 | 6 / 3 | 0M | 0M |
| Q4 2023 | 20 | 1M | 1.2% | 4 / 8 | 5 / 1 | 0M | 0M |
| Q3 2023 | 17 | 1M | 0.9% | 4 / 7 | 2 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
1 funds held LND in Q3 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of LND | Value | % of fund | As of |
|---|---|---|---|---|---|
| Commonwealth Real Estate Securities Fund | 27,432 | 0.03% | $102.87K | 0.66% | Jul 31, 2026 |
| Dimensional Emerging Markets ex China Core Equity ETF | 200 | 0.00% | $750 | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andre Guillaumon | Chief Executive Officer (CEO), Director | 116,408 | 0.11% | Mar 18, 2026 |
| Alejandro Gustavo Elsztain | Director | 727,120 | 0.71% | Oct 5, 2026 |
| Gustavo Javier Lopez | Director | 78,266 | 0.08% | Jul 20, 2026 |
| Filho Joao Almeida Sampaio | Director | 100 | 0.00% | Apr 22, 2026 |
| Albuquerque Isabella Saboya de | Director | 0 | – | Apr 7, 2026 |
| de Andrade Eliane Aleixo Lustosa | Director | 0 | – | Mar 31, 2026 |
| Alejandro Gustavo Casaretto | Director | – | – | Mar 18, 2026 |
| Eduardo S. Elsztain | Director | 100 | 0.00% | Mar 18, 2026 |
| Saul Zang | Director | 100 | 0.00% | Mar 18, 2026 |
| Matias Ivan Gaivironsky | Director | – | – | Mar 18, 2026 |
| Marcos Alexandre da Silva Peres | – | 0 | – | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alejandro Gustavo Elsztain Director | Oct 5, 2026 | Buy | +11,750 | $3.73 | $43.78K | 727,120 |
| Alejandro Gustavo Elsztain Director | Oct 2, 2026 | Buy | +15,000 | $3.48 | $52.15K | 715,370 |
| Alejandro Gustavo Elsztain Director | Oct 1, 2026 | Buy | +15,000 | $3.43 | $51.52K | 700,370 |
| Alejandro Gustavo Elsztain Director | Sep 30, 2026 | Buy | +15,000 | $3.48 | $52.24K | 685,370 |
| Gustavo Javier Lopez Director | Jul 20, 2026 | Sale | +4,000 | $3.84 | $15.36K | 78,266 |
| Gustavo Javier Lopez Director | Jul 1, 2026 | Sale | −2,000 | $3.49 | $6.98K | 82,266 |
| Alejandro Gustavo Elsztain Director | Jun 30, 2026 | Buy | +14,500 | $3.57 | $51.77K | 670,370 |
| Alejandro Gustavo Elsztain Director | Jun 29, 2026 | Buy | +14,500 | $3.58 | $51.91K | 655,870 |
| Alejandro Gustavo Elsztain Director | Jun 26, 2026 | Buy | +14,500 | $3.58 | $51.91K | 641,370 |
| Alejandro Gustavo Elsztain Director | Jun 25, 2026 | Buy | +14,500 | $3.52 | $51.04K | 626,870 |
| Gustavo Javier Lopez Director | Jun 8, 2026 | Sale | −2,000 | $3.62 | $7.24K | 84,266 |
| Alejandro Gustavo Elsztain Director | May 22, 2026 | Buy | +13,500 | $3.80 | $51.30K | 612,370 |
| Alejandro Gustavo Elsztain Director | May 21, 2026 | Buy | +13,500 | $3.82 | $51.57K | 598,870 |
| Alejandro Gustavo Elsztain Director | May 20, 2026 | Buy | +13,500 | $3.79 | $51.17K | 585,370 |
| Alejandro Gustavo Elsztain Director | May 19, 2026 | Buy | +13,500 | $3.74 | $50.49K | 571,870 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BrasilAgro - Brazilian Agricultural Real Estate's stock actually held short. Settlement fails (shares not delivered on time) peaked at 19,809 shares on Oct 7, 2026 over the last 90 days.
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