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Real Brokerage

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (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: 3532 (-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)

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
4
Closed
6
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$98.9M
MVPGP
2
Magma Venture Partners General Partner
Israel
$53.8M
First Manhattan
3
First Manhattan
New York
$347K -$166K -64,600 -30%
LC
4
Lindbrook Capital
California
$222K
Creative Planning
5
Creative Planning
Kansas
$142K +$11.6K +4,510 +8%
WA
6
Wealth Alliance
New York
$121K
Millennium Management
7
Millennium Management
New York
$99K +$65.2K +25,356 +140%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$98K
BSG
9
Black Swift Group
Colorado
$92K
IPW
10
Intergy Private Wealth
Colorado
$84K +$95.7K +37,212 New
Morgan Stanley
11
Morgan Stanley
New York
$70K +$52.6K +20,452 +195%
SIA
12
Soltis Investment Advisors
Utah
$62K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$40K -$1.47K -571 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37K
FAG
15
Fortitude Advisory Group
Washington
$34K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$30K +$1.29K +500 +4%
Marshall Wace
17
Marshall Wace
United Kingdom
$25K -$21.9K -8,512 -43%
TC
18
TownSquare Capital
Utah
$25K
NFP
19
Narus Financial Partners
Utah
$24.5K +$27.8K +10,806 New
HighTower Advisors
20
HighTower Advisors
Illinois
$24K
Bank of America
21
Bank of America
North Carolina
$24K +$13 +5 +0%
SWM
22
Segment Wealth Management
Texas
$23K
OFG
23
OmniStar Financial Group
North Carolina
$22K
Osaic Holdings
24
Osaic Holdings
Arizona
$13K
AA
25
Ancora Advisors
Ohio
$11K

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.