Patriot Financial Group Insurance Agency’s The RealReal REAL Stock Holding History

Patriot Financial Group Insurance Agency’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	-27,185	Closed	-$297K	–	524
2024 Q4	$297K	Sell	27,185 -19,738	-42%	-$105K	0.04%	372
2024 Q3	$147K	Buy	46,923 +725	+2%	+$2.18K	0.02%	478
2024 Q2	$147K	Buy	46,198 +775	+2%	+$2.86K	0.02%	457
2024 Q1	$178K	Sell	45,423 -14,175	-24%	-$33.8K	0.03%	452
2023 Q4	$120K	Sell	59,598 -18,625	-24%	-$36.3K	0.02%	443
2023 Q3	$165K	Buy	78,223 +10,083	+15%	+$24.6K	0.03%	431
2023 Q2	$151K	Buy	68,140 +4,100	+6%	+$5.61K	0.03%	440
2023 Q1	$80.7K	Buy	64,040 +15,040	+31%	+$21.8K	0.02%	445
2022 Q4	$61.3K	Buy	49,000 +9,900	+25%	+$14.2K	0.01%	418
2022 Q3	$59K	Buy	+39,100	New	+$94.5K	0.01%	389

Other funds holding REAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's REAL Position: Q1 2025 in Review

Patriot Financial Group Insurance Agency sold out of The RealReal (REAL) in Q1 2025, closing a stake of 27,185 shares — an estimated $297K sold.

Patriot Financial Group Insurance Agency first reported a position in REAL in Q3 2022 and held it in 10 quarters. The position peaked at $297K in Q4 2024. 210 funds tracked by Wall St. Rank hold REAL as of Q1 2025.

Patriot Financial Group Insurance Agency reported no remaining The RealReal position as of Q1 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 27,185 The RealReal shares in Q1 2025, an estimated $297K.
Patriot Financial Group Insurance Agency first reported a position in The RealReal in Q3 2022 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's The RealReal position peaked at $297K in Q4 2024.
210 funds tracked by Wall St. Rank held The RealReal as of Q1 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2025, filed 14 Apr 2025.