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Advisory Research’s Real Brokerage REAX Stock Holding History

Advisory Research’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-446,174
Closed -$647K – 454
2023
Q3 		$647K Sell
446,174
-15,690
-3% -$27.3K 0.09% 243
2023
Q2 		$882K Buy
+461,864
New +$614K 0.11% 219

Other funds holding REAX

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's REAX Position: Q4 2023 in Review

Advisory Research sold out of Real Brokerage (REAX) in Q4 2023, closing a stake of 446,174 shares — an estimated $647K sold.

Advisory Research first reported a position in REAX in Q2 2023 and held it in 2 quarters. The position peaked at $882K in Q2 2023. 35 funds tracked by Wall St. Rank hold REAX as of Q4 2023.

  • Advisory Research reported no remaining Real Brokerage position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 446,174 Real Brokerage shares in Q4 2023, an estimated $647K.
  • Advisory Research first reported a position in Real Brokerage in Q2 2023 and held it in 2 quarters.
  • Advisory Research's Real Brokerage position peaked at $882K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Real Brokerage as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.