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REAX icon

Optimize Financial’s Real Brokerage REAX Stock Holding History

Optimize 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 		– Sell
-35,203
Closed -$128K – 429
2025
Q4 		$128K Buy
35,203
+504
+1% +$1.95K 0.06% 320
2025
Q3 		$145K Buy
34,699
+4,141
+14% +$18.7K 0.08% 323
2025
Q2 		$138K Sell
30,558
-218
-0.7% -$938 0.08% 221
2025
Q1 		$125K Buy
+30,776
New +$146K 0.09% 217

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

Optimize Financial's REAX Position: Q1 2026 in Review

Optimize Financial sold out of Real Brokerage (REAX) in Q1 2026, closing a stake of 35,203 shares — an estimated $128K sold.

Optimize Financial first reported a position in REAX in Q1 2025 and held it in 4 quarters. The position peaked at $145K in Q3 2025. 159 funds tracked by Wall St. Rank hold REAX as of Q1 2026.

  • Optimize Financial reported no remaining Real Brokerage position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 35,203 Real Brokerage shares in Q1 2026, an estimated $128K.
  • Optimize Financial first reported a position in Real Brokerage in Q1 2025 and held it in 4 quarters.
  • Optimize Financial's Real Brokerage position peaked at $145K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.