CFFP
REAL icon

Center for Financial Planning’s The RealReal REAL Stock Holding History

Center for Financial Planning’s Portfolio REAL Stock Details REAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13
Closed -$143 – 739
2024
Q4 		$143 Buy
+13
New +$69 ﹤0.01% 649

Other funds holding REAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Center for Financial Planning's REAL Position: Q1 2025 in Review

Center for Financial Planning sold out of The RealReal (REAL) in Q1 2025, closing a stake of 13 shares — an estimated $143 sold.

Center for Financial Planning first reported a position in REAL in Q4 2024 and held it in 1 quarter. The position peaked at $143 in Q4 2024. 210 funds tracked by Wall St. Rank hold REAL as of Q1 2025.

  • Center for Financial Planning reported no remaining The RealReal position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 13 The RealReal shares in Q1 2025, an estimated $143.
  • Center for Financial Planning first reported a position in The RealReal in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's The RealReal position peaked at $143 in Q4 2024.
  • 210 funds tracked by Wall St. Rank held The RealReal as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.