Atria Investments’s Newmark Group NMRK Stock Holding History

Atria Investments’s Portfolio NMRK Stock Details NMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,980	Closed	-$146K	–	2116
2025 Q2	$146K	Buy	+11,980	New	+$134K	﹤0.01%	1948

Other funds holding NMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atria Investments's NMRK Position: Q3 2025 in Review

Atria Investments sold out of Newmark Group (NMRK) in Q3 2025, closing a stake of 11,980 shares — an estimated $146K sold.

Atria Investments first reported a position in NMRK in Q2 2025 and held it in 1 quarter. The position peaked at $146K in Q2 2025. 289 funds tracked by Wall St. Rank hold NMRK as of Q3 2025.

Atria Investments reported no remaining Newmark Group position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 11,980 Newmark Group shares in Q3 2025, an estimated $146K.
Atria Investments first reported a position in Newmark Group in Q2 2025 and held it in 1 quarter.
Atria Investments's Newmark Group position peaked at $146K in Q2 2025.
289 funds tracked by Wall St. Rank held Newmark Group as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.