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Real Brokerage

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.

New
Increased
Maintained
Reduced
Closed

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: 3637 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (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%)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$66.1M
MVPGP
2
Magma Venture Partners General Partner
Israel
$45.2M
AR
3
Advisory Research
Illinois
$882K +$614K +461,864 New
Citadel Advisors
4
Citadel Advisors
Florida
$211K +$133K +100,140 +910%
First Manhattan
5
First Manhattan
New York
$191K
ACA
6
Anchor Capital Advisors
Massachusetts
$149K -$60.4K -45,366 -37%
HSA
7
HBK Sorce Advisory
Pennsylvania
$105K +$34.6K +26,000 +90%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$99K +$11.3K +8,527 +20%
Millennium Management
9
Millennium Management
New York
$98.5K +$69K +51,854 New
BSG
10
Black Swift Group
Colorado
$76K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$71K
Creative Planning
12
Creative Planning
Kansas
$62.1K
Morgan Stanley
13
Morgan Stanley
New York
$60.6K -$2.47K -1,856 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$55K
SIA
15
Soltis Investment Advisors
Utah
$52.3K
PCA
16
Prosperity Capital Advisors
Ohio
$41.7K -$154K -116,080 -84%
HighTower Advisors
17
HighTower Advisors
Illinois
$38K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$37.2K -$2.66K -2,000 -9%
Wells Fargo
19
Wells Fargo
California
$36.3K +$9.31K +7,000 +58%
FAG
20
Fortitude Advisory Group
Washington
$28.6K
SPIA
21
Steward Partners Investment Advisory
New York
$28.6K
LPL Financial
22
LPL Financial
California
$27.7K
6F
23
626 Financial
Michigan
$26.5K
FWM
24
Forza Wealth Management
Florida
$23.7K
TC
25
TownSquare Capital
Utah
$21.4K

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.