public stocks

Family Offices Boost Public Stocks, Shrink Real Estate Holdings: CNBC Tracker

Family offices are increasing their allocation to public stocks, which now represent 34% of their portfolios, while real estate holdings have decreased to 7.5%, according to the new CNBC Family Office Portfolio Tracker. The tracker, based on Addepar's data of $1.4 trillion in assets, reveals shifting investment trends among ultra-wealthy families.