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Pinnacle Wealth Planning Services’s Real Brokerage REAX Stock Holding History

Pinnacle Wealth Planning Services’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
-2,055
Closed -$7.5K – 2835
2025
Q4 		$7.5K Buy
+2,055
New +$7.94K ﹤0.01% 2132

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

Pinnacle Wealth Planning Services's REAX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Real Brokerage (REAX) in Q1 2026, closing a stake of 2,055 shares — an estimated $7.5K sold.

Pinnacle Wealth Planning Services first reported a position in REAX in Q4 2025 and held it in 1 quarter. The position peaked at $7.5K in Q4 2025. 159 funds tracked by Wall St. Rank hold REAX as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Real Brokerage position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,055 Real Brokerage shares in Q1 2026, an estimated $7.5K.
  • Pinnacle Wealth Planning Services first reported a position in Real Brokerage in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Real Brokerage position peaked at $7.5K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.