Position in COMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,578,708
+$2,101,524 QoQ
Shares Held
452,450
-4.9% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 432 holders
Holding Since
Mar 2024
9 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, 2026Focus Partners Wealth holds $60,278,852 across 6 Real Estate Services names. COMP ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
936,775 | $26,529,468 | |
| 2 | CBRE |
Cbre Group, Inc.
|
158,812 | $21,390,388 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
19,601 | $6,075,329 | |
| 4 | COMP |
Compass, Inc.
This page
|
452,450 | $5,578,708 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
100,894 | $466,130 | |
| 6 | AGNT |
AGNT, Inc.
|
44,146 | $238,829 |
All Filings in COMP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,578,708 | 452,450 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,477,184 | 475,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,656,725 | 535,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,104,446 | 635,672 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,983,247 | 634,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,565,567 | 637,522 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,706,279 | 633,552 | Shares | Sole | 2025-05-20 | |
| 2024-06-30 | $2,760 | 634,368 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,142 | 684,368 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||