Real Brokerage
REAX
37 hedge funds and large institutions have $114M invested in Real Brokerage in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
59% more capital invested
Capital invested by funds: $71.6M → $114M (+$42.3M)
3% more funds holding
Funds holding: 36 → 37 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.02% less ownership
Funds ownership: 33.11% → 33.1% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$614K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$133K |
| 3 |
Millennium Management
New York
|
+$69K |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$34.6K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$154K |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$60.4K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$12.1K |
| 4 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$8.96K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFG
26
OmniStar Financial Group
Wilmington,
North Carolina
| $19.1K | – | – | – |
|
|
RFA
27
Register Financial Advisors
Atlanta,
Georgia
| $19.1K | – | – | – |
|
|
28
Lido Advisors
Los Angeles,
California
| $19.1K | +$13.3K | +10,000 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $16.1K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | -$189 | -142 | -2% |
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| $12.5K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $12.1K | +$4.07K | +3,057 | +94% |
|
33
Bank of America
Charlotte,
North Carolina
| $10.3K | +$2.34K | +1,758 | +48% |
|
|
TCM
34
Tradewinds Capital Management
Bellingham,
Washington
| $5.62K | – | – | – |
|
|
EWA
35
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.78K | – | – | – |
|
36
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $1K | +$842 | +633 | New |
|
|
FFA
37
First Foundation Advisors
Irvine,
California
| – | -$12.1K | -10,000 | Closed |
|
|
TWA
38
TCI Wealth Advisors
Tucson,
Arizona
| – | -$8.96K | -7,407 | Closed |
|
39
Simplex Trading
Chicago,
Illinois
| – | -$138 | -104 | -81% |
|
REAX Hedge Fund Activity: Q2 2023 in Review
37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q2 2023, worth a combined $114M — up 59% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new REAX positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Advisory Research, opening a new position worth an estimated $614K. The largest seller was Prosperity Capital Advisors, cutting an estimated $154K.
- 37 institutional investors held Real Brokerage (REAX) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $114M of Real Brokerage stock for Q2 2023, up 59% quarter-over-quarter.
- 4 funds opened new Real Brokerage positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Real Brokerage buyer in Q2 2023 was Advisory Research, an estimated $614K added.
- The largest Real Brokerage seller in Q2 2023 was Prosperity Capital Advisors, an estimated $154K sold.
Based on aggregated 13F filings for Q2 2023.