LPL Financial
REAX icon

LPL Financial’s Real Brokerage REAX Stock Holding History

LPL Financial’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
Q1 		$205K Sell
81,897
-15,663
-16% -$47.4K ﹤0.01% 5479
2025
Q4 		$356K Buy
97,560
+47,973
+97% +$185K ﹤0.01% 5018
2025
Q3 		$207K Buy
49,587
+21,679
+78% +$97.9K ﹤0.01% 5323
2025
Q2 		$126K Sell
27,908
-2,607
-9% -$11.2K ﹤0.01% 5220
2025
Q1 		$124K Sell
30,515
-749
-2% -$3.56K ﹤0.01% 4996
2024
Q4 		$144K Sell
31,264
-2,524
-7% -$13.2K ﹤0.01% 4908
2024
Q3 		$188K Buy
33,788
+3,573
+12% +$20.3K ﹤0.01% 4751
2024
Q2 		$123K Hold
30,215
– – ﹤0.01% 4695
2024
Q1 		$94.3K Buy
30,215
+15,710
+108% +$43.1K ﹤0.01% 4689
2023
Q4 		$23.2K Hold
14,505
– – ﹤0.01% 4727
2023
Q3 		$21K Hold
14,505
– – ﹤0.01% 4603
2023
Q2 		$27.7K Hold
14,505
– – ﹤0.01% 4485
2023
Q1 		$17.6K Hold
14,505
– – ﹤0.01% 4422
2022
Q4 		$15.2K Sell
14,505
-4,445
-23% -$6.01K ﹤0.01% 4390
2022
Q3 		$27K Hold
18,950
– – ﹤0.01% 4299
2022
Q2 		$29K Buy
+18,950
New +$32.1K ﹤0.01% 4300
2022
Q1 		– Sell
-17,950
Closed -$66K – 4354
2021
Q4 		$66K Buy
+17,950
New +$51.2K ﹤0.01% 4197

Other funds holding REAX

MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LPL Financial's REAX Position: Q1 2026 in Review

LPL Financial reduced its Real Brokerage (REAX) stake by 16% in Q1 2026, selling an estimated $47.4K and leaving 81,897 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #5479.

LPL Financial first reported a position in REAX in Q4 2021 and has held it in 17 quarters since. The position peaked at $356K in Q4 2025. 159 funds tracked by Wall St. Rank hold REAX as of Q1 2026.

  • LPL Financial held 81,897 shares of Real Brokerage worth $205K as of Q1 2026.
  • LPL Financial sold 15,663 Real Brokerage shares in Q1 2026, an estimated $47.4K.
  • Real Brokerage made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5479 holding.
  • LPL Financial first reported a position in Real Brokerage in Q4 2021 and has held it in 17 quarters since.
  • LPL Financial's Real Brokerage position peaked at $356K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.