Position in BEKE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$84,531
+$19,854 QoQ
Shares Held
5,647
+37.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BEKE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,600,627 across 25 Real Estate Services names. BEKE ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
5,712 | $773,741 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
990 | $301,269 | |
| 3 | CSGP |
Costar Group, Inc.
|
2,721 | $109,759 | |
| 4 | BEKE |
KE Holdings Inc.
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|
5,647 | $84,531 | |
| 5 | COMP |
Compass, Inc.
|
9,779 | $71,481 | |
| 6 | AGNT |
AGNT, Inc.
|
11,081 | $66,372 | |
| 7 | FSV |
FirstService Corp
|
323 | $44,875 | |
| 8 | CIGI |
Colliers International Group Inc.
|
313 | $33,453 |
All Filings in BEKE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||