Position in AGNT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$82,226
-$45,043 QoQ
Shares Held
15,199
+27.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 238 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AGNT Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,439,000 across 13 Real Estate Services names. AGNT ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
68,006 | $9,159,728 | |
| 2 | CSGP |
Costar Group, Inc.
|
123,138 | $3,487,268 | |
| 3 | COMP |
Compass, Inc.
|
144,787 | $1,785,223 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
5,025 | $1,557,498 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
109,470 | $505,751 | |
| 6 | NMRK |
Newmark Group, Inc.
|
31,479 | $475,647 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
14,901 | $464,464 | |
| 8 | FSV |
FirstService Corp
|
2,529 | $359,396 |
All Filings in AGNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,226 | 15,199 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $127,269 | 11,939 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $106,033 | 11,652 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $178,983 | 18,301 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $261,910 | 22,755 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $309,317 | 21,953 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $285,736 | 25,320 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $288,981 | 27,975 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $450,576 | 29,032 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $445,317 | 27,421 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||