Real Brokerage
REAX
35 hedge funds and large institutions have $62.7M invested in Real Brokerage in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
9% more funds holding
Funds holding: 32 → 35 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.04% less ownership
Funds ownership: 33.25% → 33.21% (-0.04%)
27% less capital invested
Capital invested by funds: $85.6M → $62.7M (-$22.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$50.3K |
| 2 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$35.5K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$30.6K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$21K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$113K |
| 2 |
WA
Wealth Alliance
Mellville,
New York
|
-$77K |
| 3 |
IPW
Intergy Private Wealth
Colorado Springs,
Colorado
|
-$54K |
| 4 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$14K |
| 5 |
LPL Financial
San Diego,
California
|
-$6.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFG
26
OmniStar Financial Group
Wilmington,
North Carolina
| $10.5K | – | – | – |
|
|
FFA
27
First Foundation Advisors
Irvine,
California
| $10.5K | +$13.5K | +10,000 | New |
|
|
RFA
28
Register Financial Advisors
Atlanta,
Georgia
| $10.5K | +$13.5K | +10,000 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $9K | +$1.49K | +1,100 | +15% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | – | – | – |
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| $6.92K | +$6.22K | +4,600 | +230% |
|
32
Bank of America
Charlotte,
North Carolina
| $3.83K | – | – | – |
|
|
TCM
33
Tradewinds Capital Management
Bellingham,
Washington
| $3.09K | – | – | – |
|
|
34
Millennium Management
New York
| – | -$113K | -79,032 | Closed |
|
|
WA
35
Wealth Alliance
Mellville,
New York
| – | -$77K | -53,316 | Closed |
|
|
IPW
36
Intergy Private Wealth
Colorado Springs,
Colorado
| – | -$54K | -37,212 | Closed |
|
|
SWM
37
Segment Wealth Management
Houston,
Texas
| – | -$14K | -10,000 | Closed |
|
38
Simplex Trading
Chicago,
Illinois
| – | -$637 | -471 | -52% |
|
REAX Hedge Fund Activity: Q4 2022 in Review
35 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q4 2022, worth a combined $62.7M — down 27% from $85.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new REAX positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $50.3K. The largest seller was Millennium Management, exiting entirely with an estimated $113K sold.
- 35 institutional investors held Real Brokerage (REAX) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $62.7M of Real Brokerage stock for Q4 2022, down 27% quarter-over-quarter.
- 7 funds opened new Real Brokerage positions in Q4 2022 and 4 closed out, a net change of +3 holders.
- The largest Real Brokerage buyer in Q4 2022 was Carson Wealth (CWM LLC), an estimated $50.3K added.
- The largest Real Brokerage seller in Q4 2022 was Millennium Management, an estimated $113K sold.
Based on aggregated 13F filings for Q4 2022.