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Hedge Funds Similar to Paller Financial Services

13F Portfolio OverlapQ2 2026Paller Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Paller Financial Services Inc is an institutional investor managing $134M across 44 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Paller Financial Services are CENTERSQUARE INVESTMENT, CBRE INVESTMENT LISTED REAL ASSETS, Vert Asset, with shared positions in $UDR, $IRM, $PLD, $MDY, $HYT, $EOD. The full ranking of 10 similar funds is below.

#1CENTERSQUARE INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UDR$IRM$PLD
$11.7B
80 positions
#2CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$UDR$IRM$PLD
$7.2B
101 positions
#3Vert Asset Management LLCActive
Slight overlap · 3 shared positions
$UDR$IRM$PLD
$365M
44 positions
#4COHEN & STEERS, INC.Active
Slight overlap · 3 shared positions
$UDR$IRM$PLD
$63.2B
442 positions
#5Pensionfund PDNActive
Slight overlap · 3 shared positions
$UDR$IRM$PLD
$194M
76 positions
#6Pensionfund SabicActive
Slight overlap · 3 shared positions
$UDR$IRM$PLD
$94M
76 positions
#7Cander Asset Management LPActive
Slight overlap · 3 shared positions
$UDR$IRM$PLD
$540M
48 positions
#8New England Private Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$MDY$HYT$EOD
$1.0B
205 positions
#9APG Asset Management US Inc.Smart money
Slight overlap · 3 shared positions
$IRM$PLD$UDR
$14.3B
61 positions
#10AEW CAPITAL MANAGEMENT L PActive
Slight overlap · 3 shared positions
$PLD$UDR$IRM
$1.7B
39 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.