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Real Brokerage
REAX

18 hedge funds and large institutions have $3.6M invested in Real Brokerage in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

29% more funds holding

Funds holding: 14 → 18 (+4)

26% more capital invested

Capital invested by funds: $2.86M → $3.6M (+$743K)

3% less ownership

Funds ownership: 4.11% → 1.1% (-3%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KPF
K2 Principal Fund
Ontario, Canada
+$743K
2
First Manhattan
First Manhattan
New York
+$697K
3
TCM
Traynor Capital Management
Pennsylvania
+$58.3K
4
HighTower Advisors
HighTower Advisors
Illinois
+$20.5K
5
OFG
OmniStar Financial Group
North Carolina
+$19.4K

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$360K
2
BSG
Black Swift Group
Colorado
-$132K
3
T
TRUADVICE
Florida
-$118K
4
Creative Planning
Creative Planning
Kansas
-$4.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPF
1
K2 Principal Fund
Ontario, Canada
$895K +$743K +382,450 New
SSA
2
Schonfeld Strategic Advisors
New York
$799K -$360K -185,310 -30%
First Manhattan
3
First Manhattan
New York
$667K +$697K +358,828 New
CS
4
Credit Suisse
Switzerland
$618K – – –
LC
5
Lindbrook Capital
California
$182K – – –
WA
6
Wealth Alliance
New York
$99K – – –
Creative Planning
7
Creative Planning
Kansas
$94K -$4.92K -2,532 -5%
BSG
8
Black Swift Group
Colorado
$74K -$132K -68,000 -63%
TCM
9
Traynor Capital Management
Pennsylvania
$55K +$58.3K +30,000 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31K +$15.1K +7,784 +89%
HighTower Advisors
11
HighTower Advisors
Illinois
$20K +$20.5K +10,565 New
SWM
12
Segment Wealth Management
Texas
$19K +$19.4K +10,000 New
OFG
13
OmniStar Financial Group
North Carolina
$18K +$19.4K +10,000 New
Bank of America
14
Bank of America
North Carolina
$14K +$6.42K +3,304 +83%
AA
15
Ancora Advisors
Ohio
$9K – – –
Morgan Stanley
16
Morgan Stanley
New York
$5K – – –
TCM
17
Tradewinds Capital Management
Washington
$5K – – –
IA
18
IFP Advisors
Florida
$1K – – –
T
19
TRUADVICE
Florida
– -$118K -257,440 Closed

REAX Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q3 2021, worth a combined $3.6M — up 26% from $2.86M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new REAX positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was K2 Principal Fund, opening a new position worth an estimated $743K. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $360K.

  • 18 institutional investors held Real Brokerage (REAX) as of Q3 2021, up from 14 in Q2 2021.
  • Funds reported $3.6M of Real Brokerage stock for Q3 2021, up 26% quarter-over-quarter.
  • 6 funds opened new Real Brokerage positions in Q3 2021 and 2 closed out, a net change of +4 holders.
  • The largest Real Brokerage buyer in Q3 2021 was K2 Principal Fund, an estimated $743K added.
  • The largest Real Brokerage seller in Q3 2021 was Schonfeld Strategic Advisors, an estimated $360K sold.

Based on aggregated 13F filings for Q3 2021.