Position in BEKE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,235
-$31,296 QoQ
Shares Held
3,664
-35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 204 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEKE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,461,176 across 24 Real Estate Services names. BEKE ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
5,408 | $728,399 | |
| 2 | CSGP |
Costar Group, Inc.
|
7,157 | $202,682 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
391 | $121,186 | |
| 4 | COMP |
Compass, Inc.
|
9,799 | $120,819 | |
| 5 | AGNT |
AGNT, Inc.
|
13,569 | $73,407 | |
| 6 | FSV |
FirstService Corp
|
418 | $59,399 | |
| 7 | BEKE |
KE Holdings Inc.
This page
|
3,664 | $53,235 | |
| 8 | MMI |
Marcus & Millichap, Inc.
|
935 | $29,142 |
All Filings in BEKE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,235 | 3,664 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $84,531 | 5,647 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $64,677 | 4,104 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $100,738 | 5,302 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,623 | 3,812 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,239 | 1,555 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,024 | 1,793 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,497 | 1,783 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,629 | 1,246 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,769 | 566 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,505 | 278 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,362 | 410 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,453 | 300 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,820 | 309 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,326 | 310 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $65,367 | 3,731 | Shares | Sole | 2022-11-07 | |
| 2021-12-31 | $4,707 | 234 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||