Private Client Services’s Real Brokerage REAX Stock Holding History

Private Client 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 Q2	$66.9K	Buy	36,754 +13,926	+61%	+$28.3K	0.02%	229
2026 Q1	$57.1K	Sell	22,828 -10,846	-32%	-$32.8K	0.02%	208
2025 Q4	$123K	Buy	33,674 +1,000	+3%	+$3.87K	0.04%	193
2025 Q3	$137K	Buy	32,674 +13,132	+67%	+$59.3K	0.05%	196
2025 Q2	$88.1K	Sell	19,542 -1,650	-8%	-$7.1K	0.03%	197
2025 Q1	$86K	Buy	+21,192	New	+$101K	0.04%	185

Other funds holding REAX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return