NewEdge Wealth’s Real Brokerage REAX Stock Holding History

NewEdge Wealth’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	$289K	Sell	115,691 -132	-0.1%	-$399	﹤0.01%	974
2025 Q4	$423K	Sell	115,823 -1,111	-1%	-$4.29K	﹤0.01%	903
2025 Q3	$443K	Buy	116,934 +1,243	+1%	+$5.61K	0.01%	788
2025 Q2	$473K	Hold	115,691	–	–	0.01%	726
2025 Q1	$470K	Buy	+115,691	New	+$549K	0.01%	666
2024 Q2	–	Sell	-69,519	Closed	-$282K	–	810
2024 Q1	$282K	Sell	69,519 -210,481	-75%	-$578K	0.01%	680
2023 Q4	$448K	Buy	+280,000	New	+$409K	0.01%	529

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 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

Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NewEdge Wealth's REAX Position: Q1 2026 in Review

NewEdge Wealth reduced its Real Brokerage (REAX) stake by 0.11% in Q1 2026, selling an estimated $399 and leaving 115,691 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

NewEdge Wealth first reported a position in REAX in Q4 2023 and has held it in 7 quarters since. The position peaked at $473K in Q2 2025. 159 funds tracked by Wall St. Rank hold REAX as of Q1 2026.

NewEdge Wealth held 115,691 shares of Real Brokerage worth $289K as of Q1 2026.
NewEdge Wealth sold 132 Real Brokerage shares in Q1 2026, an estimated $399.
Real Brokerage made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #974 holding.
NewEdge Wealth first reported a position in Real Brokerage in Q4 2023 and has held it in 7 quarters since.
NewEdge Wealth's Real Brokerage position peaked at $473K in Q2 2025.
159 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.