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Diversified Trust’s Newmark Group NMRK Stock Holding History

Diversified Trust’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
2026
Q2 		$1.32M Buy
+87,034
New +$1.33M 0.02% 407
2025
Q1 		– Sell
-37,917
Closed -$486K – 997
2024
Q4 		$486K Buy
37,917
+6,344
+20% +$93.7K 0.01% 606
2024
Q3 		$490K Buy
31,573
+7,244
+30% +$94K 0.01% 587
2024
Q2 		$249K Buy
24,329
+1,080
+5% +$11K 0.01% 728
2024
Q1 		$258K Buy
23,249
+1,200
+5% +$12.6K 0.01% 687
2023
Q4 		$242K Hold
22,049
– – 0.01% 723
2023
Q3 		$142K Hold
22,049
– – 0.01% 767
2023
Q2 		$137K Buy
22,049
+2,361
+12% +$14.5K 0.01% 782
2023
Q1 		$139K Buy
19,688
+4,109
+26% +$32.9K 0.01% 775
2022
Q4 		$124K Sell
15,579
-158
-1% -$1.32K 0.01% 760
2022
Q3 		$127K Sell
15,737
-26,757
-63% -$276K 0.01% 724
2022
Q2 		$411K Hold
42,494
– – 0.02% 459
2022
Q1 		$677K Buy
42,494
+6,357
+18% +$104K 0.02% 358
2021
Q4 		$676K Buy
36,137
+8,471
+31% +$135K 0.02% 357
2021
Q3 		$396K Hold
27,666
– – 0.01% 477
2021
Q2 		$332K Hold
27,666
– – 0.01% 514
2021
Q1 		$277K Sell
27,666
-9,234
-25% -$82.7K 0.01% 577
2020
Q4 		$269K Sell
36,900
-24,666
-40% -$152K 0.01% 551
2020
Q3 		$266K Hold
61,566
– – 0.01% 483
2020
Q2 		$299K Buy
61,566
+29,076
+89% +$122K 0.02% 396
2020
Q1 		$138K Hold
32,490
– – 0.01% 391
2019
Q4 		$437K Buy
32,490
+4,824
+17% +$56.3K 0.02% 270
2019
Q3 		$251K Hold
27,666
– – 0.01% 297
2019
Q2 		$248K Hold
27,666
– – 0.01% 310
2019
Q1 		$231K Hold
27,666
– – 0.01% 311
2018
Q4 		$222K Buy
+27,666
New +$262K 0.01% 307

Other funds holding NMRK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Diversified Trust's NMRK Position: Q2 2026 in Review

Diversified Trust opened a new position in Newmark Group (NMRK) in Q2 2026: 87,034 shares worth $1.32M. The stake represents 0.02% of the portfolio and ranks #407 among its holdings. This is a return to the name: Diversified Trust previously reported a position in NMRK as recently as Q4 2024.

Diversified Trust first reported a position in NMRK in Q4 2018 and has held it in 26 quarters since. 24 funds tracked by Wall St. Rank hold NMRK as of Q2 2026.

  • Diversified Trust held 87,034 shares of Newmark Group worth $1.32M as of Q2 2026.
  • Newmark Group was a new Diversified Trust position in Q2 2026.
  • Newmark Group made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #407 holding.
  • Diversified Trust first reported a position in Newmark Group in Q4 2018 and has held it in 26 quarters since.
  • 24 funds tracked by Wall St. Rank held Newmark Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.