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Real Brokerage
REAX

35 hedge funds and large institutions have $96.6M invested in Real Brokerage in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 33.39% → 33.21% (-0.18%)

2% less capital invested

Capital invested by funds: $98.7M → $96.6M (-$2.05M)

8% less funds holding

Funds holding: 38 → 35 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
7
Reduced
2
Closed
10
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$24K

Top Buyers

1
AIC
AWM Investment Company
New York
+$730K
2
NW
NewEdge Wealth
Pennsylvania
+$409K
3
Renaissance Technologies
Renaissance Technologies
New York
+$254K
4
Morgan Stanley
Morgan Stanley
New York
+$45.6K
5
Citadel Advisors
Citadel Advisors
Florida
+$29.7K

Top Sellers

1
AR
Advisory Research
Illinois
-$647K
2
First Manhattan
First Manhattan
New York
-$145K
3
Millennium Management
Millennium Management
New York
-$111K
4
ACA
Anchor Capital Advisors
Massachusetts
-$78K
5
Creative Planning
Creative Planning
Kansas
-$47.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
IHG
1
Insight Holdings Group
New York
$55.3M – – –
MVPGP
2
Magma Venture Partners General Partner
Israel
$37.9M – – –
AIC
3
AWM Investment Company
New York
$800K +$730K +500,000 New
Renaissance Technologies
4
Renaissance Technologies
New York
$460K +$254K +173,917 +154%
NW
5
NewEdge Wealth
Pennsylvania
$448K +$409K +280,000 New
CF
6
Cantor Fitzgerald
New York
$397K – – –
Millennium Management
7
Millennium Management
New York
$225K -$111K -76,080 -35%
Citadel Advisors
8
Citadel Advisors
Florida
$171K +$29.7K +20,347 +24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$108K – – –
Morgan Stanley
10
Morgan Stanley
New York
$101K +$45.6K +31,222 +98%
HSA
11
HBK Sorce Advisory
Pennsylvania
$98.4K +$2.19K +1,500 +3%
RFG
12
REAP Financial Group
Texas
$87.1K +$79.5K +54,448 New
BSG
13
Black Swift Group
Colorado
$64K – – –
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$60K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$48K +$4.38K +3,000 +11%
SIA
16
Soltis Investment Advisors
Utah
$43.8K – – –
ACA
17
Anchor Capital Advisors
Massachusetts
$39.9K -$78K -53,391 -68%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$32.1K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$32K +$7.3K +5,000 +33%
FAG
20
Fortitude Advisory Group
Washington
$24K – – –
LPL Financial
21
LPL Financial
California
$23.2K – – –
Wells Fargo
22
Wells Fargo
California
$19.2K – – –
TC
23
TownSquare Capital
Utah
$17.9K – – –
OFG
24
OmniStar Financial Group
North Carolina
$16K – – –
RFA
25
Register Financial Advisors
Georgia
$16K – – –
1
2

REAX Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Real Brokerage (REAX) for Q4 2023, worth a combined $96.6M — down 2.1% from $98.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of REAX and 7 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $730K. The largest seller was Advisory Research, exiting entirely with an estimated $647K sold.

  • 35 institutional investors held Real Brokerage (REAX) as of Q4 2023, down from 38 in Q3 2023.
  • Funds reported $96.6M of Real Brokerage stock for Q4 2023, down 2.1% quarter-over-quarter.
  • 7 funds opened new Real Brokerage positions in Q4 2023 and 10 closed out, a net change of -3 holders.
  • The largest Real Brokerage buyer in Q4 2023 was AWM Investment Company, an estimated $730K added.
  • The largest Real Brokerage seller in Q4 2023 was Advisory Research, an estimated $647K sold.

Based on aggregated 13F filings for Q4 2023.