Position in AIRE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$80
-$58 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $1,200,059 across 9 Real Estate Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
3,400 | $483,174 | |
| 2 | CBRE |
Cbre Group, Inc.
|
2,500 | $336,724 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
533 | $165,203 | |
| 4 | CSGP |
Costar Group, Inc.
|
5,784 | $163,802 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
764 | $23,813 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
1,196 | $16,014 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
3,363 | $5,952 | |
| 8 | COMP |
Compass, Inc.
|
376 | $4,636 |
All Filings in AIRE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80 | 331 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $138 | 331 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253 | 331 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $100 | 331 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $360 | 331 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,603 | 555 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $762 | 600 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $570 | 600 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $732 | 600 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,194 | 600 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||