RWB
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RMR Wealth Builders’s CoStar Group CSGP Stock Holding History

RMR Wealth Builders’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$474K Buy
16,749
+173
+1% +$5.95K 0.03% 199
2026
Q1 		$669K Buy
16,576
+540
+3% +$28.1K 0.05% 149
2025
Q4 		$1.08M Hold
16,036
– – 0.09% 113
2025
Q3 		$1.35M Buy
16,036
+2,148
+15% +$190K 0.11% 96
2025
Q2 		$1.12M Sell
13,888
-31
-0.2% -$2.42K 0.1% 106
2025
Q1 		$1.1M Sell
13,919
-25
-0.2% -$1.9K 0.12% 99
2024
Q4 		$998K Buy
13,944
+14
+0.1% +$1.06K 0.1% 108
2024
Q3 		$1.05M Buy
13,930
+42
+0.3% +$3.19K 0.11% 102
2024
Q2 		$1.03M Hold
13,888
– – 0.12% 98
2024
Q1 		$1.34M Hold
13,888
– – 0.16% 78
2023
Q4 		$1.21M Hold
13,888
– – 0.17% 73
2023
Q3 		$1.07M Hold
13,888
– – 0.17% 71
2023
Q2 		$1.24M Hold
13,888
– – 0.21% 54
2023
Q1 		$956K Hold
13,888
– – 0.18% 64
2022
Q4 		$1.07M Hold
13,888
– – 0.24% 47
2022
Q3 		$967K Buy
13,888
+2,910
+27% +$202K 0.24% 47
2022
Q2 		$663K Buy
10,978
+1,468
+15% +$88.9K 0.17% 89
2022
Q1 		$633K Buy
+9,510
New +$631K 0.14% 101
2021
Q4 		– Sell
-9,510
Closed -$818K – 143
2021
Q3 		$818K Hold
9,510
– – 0.24% 65
2021
Q2 		$788K Hold
9,510
– – 0.26% 66
2021
Q1 		$782K Buy
9,510
+150
+2% +$12.9K 0.2% 71
2020
Q4 		$865K Sell
9,360
-150
-2% -$13.2K 0.42% 47
2020
Q3 		$807K Buy
9,510
+150
+2% +$12K 0.21% 77
2020
Q2 		$665K Buy
+9,360
New +$605K 0.59% 38
2019
Q4 		$560K Buy
+9,360
New +$546K 0.54% 43

Other funds holding CSGP

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

RMR Wealth Builders's CSGP Position: Q2 2026 in Review

RMR Wealth Builders increased its CoStar Group (CSGP) stake by 1% in Q2 2026, buying an estimated $5.95K and bringing the position to 16,749 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #199.

RMR Wealth Builders first reported a position in CSGP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q3 2025. 161 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • RMR Wealth Builders held 16,749 shares of CoStar Group worth $474K as of Q2 2026.
  • RMR Wealth Builders bought 173 CoStar Group shares in Q2 2026, an estimated $5.95K.
  • CoStar Group made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #199 holding.
  • RMR Wealth Builders first reported a position in CoStar Group in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's CoStar Group position peaked at $1.35M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.