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Avantax Advisory Services’s Real Brokerage REAX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$110K Buy
24,335
+2,129
+10% +$9.16K ﹤0.01% 2280
2025
Q1 		$90.2K Buy
22,206
+7,621
+52% +$36.2K ﹤0.01% 2166
2024
Q4 		$67.1K Buy
14,585
+1,820
+14% +$9.54K ﹤0.01% 2144
2024
Q3 		$70.8K Buy
12,765
+250
+2% +$1.42K ﹤0.01% 2086
2024
Q2 		$50.8K Buy
+12,515
New +$52.6K ﹤0.01% 2040

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Avantax Advisory Services's REAX Position: Q2 2025 in Review

Avantax Advisory Services increased its Real Brokerage (REAX) stake by 9.6% in Q2 2025, buying an estimated $9.16K and bringing the position to 24,335 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Avantax Advisory Services first reported a position in REAX in Q2 2024 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold REAX as of Q2 2025.

  • Avantax Advisory Services held 24,335 shares of Real Brokerage worth $110K as of Q2 2025.
  • Avantax Advisory Services bought 2,129 Real Brokerage shares in Q2 2025, an estimated $9.16K.
  • Real Brokerage made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2280 holding.
  • Avantax Advisory Services first reported a position in Real Brokerage in Q2 2024 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.