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Apella Capital’s Real Brokerage REAX Stock Holding History

Apella Capital’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
2026
Q2 		$124K Sell
55,252
-506
-0.9% -$1.03K ﹤0.01% 689
2026
Q1 		$153K Buy
55,758
+270
+0.5% +$817 ﹤0.01% 654
2025
Q4 		$203K Sell
55,488
-139
-0.2% -$537 ﹤0.01% 518
2025
Q3 		$205K Sell
55,627
-119
-0.2% -$537 ﹤0.01% 454
2025
Q2 		$230K Buy
+55,746
New +$240K 0.01% 392

Other funds holding REAX

DT
DBA Trading Fort Lauderdale, Florida $199M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Apella Capital's REAX Position: Q2 2026 in Review

Apella Capital reduced its Real Brokerage (REAX) stake by 0.91% in Q2 2026, selling an estimated $1.03K and leaving 55,252 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Apella Capital first reported a position in REAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q2 2025. 38 funds tracked by Wall St. Rank hold REAX as of Q2 2026.

  • Apella Capital held 55,252 shares of Real Brokerage worth $124K as of Q2 2026.
  • Apella Capital sold 506 Real Brokerage shares in Q2 2026, an estimated $1.03K.
  • Real Brokerage made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #689 holding.
  • Apella Capital first reported a position in Real Brokerage in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's Real Brokerage position peaked at $230K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.