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Valmark Advisers’s Real Brokerage REAX Stock Holding History

Valmark Advisers’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
2024
Q3 		– Sell
-49,324
Closed -$200K – 593
2024
Q2 		$200K Buy
49,324
+26,596
+117% +$112K ﹤0.01% 552
2024
Q1 		$70.9K Buy
+22,728
New +$62.4K ﹤0.01% 536

Other funds holding REAX

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $59.2M AUM 38.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Valmark Advisers's REAX Position: Q3 2024 in Review

Valmark Advisers sold out of Real Brokerage (REAX) in Q3 2024, closing a stake of 49,324 shares — an estimated $200K sold.

Valmark Advisers first reported a position in REAX in Q1 2024 and held it in 2 quarters. The position peaked at $200K in Q2 2024. 131 funds tracked by Wall St. Rank hold REAX as of Q3 2024.

  • Valmark Advisers reported no remaining Real Brokerage position as of Q3 2024 after selling out during the quarter.
  • Valmark Advisers sold 49,324 Real Brokerage shares in Q3 2024, an estimated $200K.
  • Valmark Advisers first reported a position in Real Brokerage in Q1 2024 and held it in 2 quarters.
  • Valmark Advisers's Real Brokerage position peaked at $200K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Real Brokerage as of Q3 2024.

Based on Valmark Advisers's 13F filing for Q3 2024, filed 25 Oct 2024.