We are live on ! Find out more
REAX icon

Real Brokerage

36 hedge funds and large institutions have $71.6M invested in Real Brokerage in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $62.7M → $71.6M (+$8.91M)

3% more funds holding

Funds holding: 3536 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 33.21%33.11% (-0.1%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
6
Reduced
3
Closed
5
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$42M
MVPGP
2
Magma Venture Partners General Partner
Israel
$28.7M
PCA
3
Prosperity Capital Advisors
Ohio
$167K +$181K +137,920 New
ACA
4
Anchor Capital Advisors
Massachusetts
$150K +$1.45K +1,105 +0.9%
First Manhattan
5
First Manhattan
New York
$121K +$47.3K +36,000 +56%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$53.6K
BSG
7
Black Swift Group
Colorado
$48.5K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$45K
Morgan Stanley
9
Morgan Stanley
New York
$40.6K +$1.74K +1,325 +4%
Creative Planning
10
Creative Planning
Kansas
$39.3K
HSA
11
HBK Sorce Advisory
Pennsylvania
$35.1K +$38.1K +29,000 New
SIA
12
Soltis Investment Advisors
Utah
$33.1K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$26.5K +$2.07K +1,580 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$24K
FAG
15
Fortitude Advisory Group
Washington
$18.1K
SPIA
16
Steward Partners Investment Advisory
New York
$18.1K +$19.7K +15,000 New
LPL Financial
17
LPL Financial
California
$17.6K
6F
18
626 Financial
Michigan
$16.8K
FWM
19
Forza Wealth Management
Florida
$15K
Wells Fargo
20
Wells Fargo
California
$14.8K -$1 -1 -0%
TC
21
TownSquare Capital
Utah
$13.6K
Citadel Advisors
22
Citadel Advisors
Florida
$13.5K +$14.5K +11,010 New
FFA
23
First Foundation Advisors
California
$12.1K
OFG
24
OmniStar Financial Group
North Carolina
$12.1K
RFA
25
Register Financial Advisors
Georgia
$12.1K

REAX Hedge Fund Activity: Q1 2023 in Review

36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q1 2023, worth a combined $71.6M — up 14% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new REAX positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Prosperity Capital Advisors, opening a new position worth an estimated $181K. The largest seller was Cantor Fitzgerald, exiting entirely with an estimated $272K sold.

  • 36 institutional investors held Real Brokerage (REAX) as of Q1 2023, up from 35 in Q4 2022.
  • Funds reported $71.6M of Real Brokerage stock for Q1 2023, up 14% quarter-over-quarter.
  • 6 funds opened new Real Brokerage positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Real Brokerage buyer in Q1 2023 was Prosperity Capital Advisors, an estimated $181K added.
  • The largest Real Brokerage seller in Q1 2023 was Cantor Fitzgerald, an estimated $272K sold.

Based on aggregated 13F filings for Q1 2023.