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Real Brokerage

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.

New
Increased
Maintained
Reduced
Closed

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: 3235 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (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)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$36.7M
MVPGP
2
Magma Venture Partners General Partner
Israel
$24.9M
CF
3
Cantor Fitzgerald
New York
$272K
ACA
4
Anchor Capital Advisors
Massachusetts
$129K
LC
5
Lindbrook Capital
California
$103K
First Manhattan
6
First Manhattan
New York
$67.5K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$45K
BSG
8
Black Swift Group
Colorado
$42K
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$39K +$50.3K +37,212 New
Creative Planning
10
Creative Planning
Kansas
$34.1K -$1.18K -873 -3%
Morgan Stanley
11
Morgan Stanley
New York
$33.9K +$1.87K +1,387 +4%
SIA
12
Soltis Investment Advisors
Utah
$28.7K
GSC
13
Ground Swell Capital
South Carolina
$27.5K +$35.5K +26,233 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$26K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$24.5K -$4.73K -3,500 -15%
TSS
16
Two Sigma Securities
New York
$23.8K +$30.6K +22,666 New
HighTower Advisors
17
HighTower Advisors
Illinois
$21K +$12.9K +9,519 +90%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$16.3K +$21K +15,529 New
FAG
19
Fortitude Advisory Group
Washington
$15.8K
LPL Financial
20
LPL Financial
California
$15.2K -$6.01K -4,445 -23%
UBS Group
21
UBS Group
Switzerland
$14.9K +$10.8K +7,961 +129%
6F
22
626 Financial
Michigan
$14.6K
FWM
23
Forza Wealth Management
Florida
$13K +$16.8K +12,400 New
Wells Fargo
24
Wells Fargo
California
$12.8K +$13.5K +10,001 +500%
TC
25
TownSquare Capital
Utah
$11.8K

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.