Position in COMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$441,414
-$83,444 QoQ
Shares Held
35,800
-50.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#247
of 432 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,074,325 across 7 Real Estate Services names. COMP ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
20,026 | $567,136 | |
| 2 | COMP |
Compass, Inc.
This page
|
35,800 | $441,414 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
102 | $31,614 | |
| 4 | CBRE |
Cbre Group, Inc.
|
191 | $25,725 | |
| 5 | NMRK |
Newmark Group, Inc.
|
480 | $7,252 | |
| 6 | RMAX |
RE/MAX Holdings, Inc.
|
85 | $838 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
75 | $346 |
All Filings in COMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,414 | 35,800 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $524,858 | 71,800 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||