Real Brokerage
REAX
32 hedge funds and large institutions have $154M invested in Real Brokerage in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
0.06% less ownership
Funds ownership: 33.16% → 33.1% (-0.06%)
9% less funds holding
Funds holding: 35 → 32 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
38% less capital invested
Capital invested by funds: $250M → $154M (-$95.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
Intergy Private Wealth
Colorado Springs,
Colorado
|
+$95.7K |
| 2 |
Millennium Management
New York
|
+$65.2K |
| 3 |
Morgan Stanley
New York
|
+$52.6K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$11.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6F
626 Financial
Portage,
Michigan
|
-$173K |
| 2 |
First Manhattan
New York
|
-$166K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$91K |
| 4 |
VF
Virtu Financial
New York
|
-$79K |
| 5 |
LPL Financial
San Diego,
California
|
-$66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
26
Tradewinds Capital Management
Bellingham,
Washington
| $7K | – | – | – |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $5K | -$1.29K | -500 | -20% |
|
|
28
Wells Fargo
San Francisco,
California
| $5K | +$5.15K | +2,000 | New |
|
29
Simplex Trading
Chicago,
Illinois
| $3K | +$893 | +347 | +27% |
|
|
BAM
30
Baldrige Asset Management
Allentown,
Pennsylvania
| $1K | – | – | – |
|
|
6F
31
626 Financial
Portage,
Michigan
| – | -$173K | -46,790 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$91K | -24,869 | Closed |
|
|
VF
33
Virtu Financial
New York
| – | -$79K | -21,352 | Closed |
|
|
34
LPL Financial
San Diego,
California
| – | -$66K | -17,950 | Closed |
|
35
Lazard Asset Management
New York
| – | -$18K | -5,043 | Closed |
|
|
TWC
36
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$1.1K | -240 | Closed |
|
37
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$3 | +1 | +1% |
|
38
Citigroup
New York
| – | +$139 | +54 | New |
|
REAX Hedge Fund Activity: Q1 2022 in Review
32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q1 2022, worth a combined $154M — down 38% from $250M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of REAX and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Intergy Private Wealth, opening a new position worth an estimated $95.7K. The largest seller was 626 Financial, exiting entirely with an estimated $173K sold.
- 32 institutional investors held Real Brokerage (REAX) as of Q1 2022, down from 35 in Q4 2021.
- Funds reported $154M of Real Brokerage stock for Q1 2022, down 38% quarter-over-quarter.
- 4 funds opened new Real Brokerage positions in Q1 2022 and 6 closed out, a net change of -2 holders.
- The largest Real Brokerage buyer in Q1 2022 was Intergy Private Wealth, an estimated $95.7K added.
- The largest Real Brokerage seller in Q1 2022 was 626 Financial, an estimated $173K sold.
Based on aggregated 13F filings for Q1 2022.