Position in COMP
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$6,169
+$1,794 QoQ
Shares Held
844
+103.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $740,701 across 21 Real Estate Services names. COMP ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
3,168 | $429,137 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
648 | $197,199 | |
| 3 | CSGP |
Costar Group, Inc.
|
1,607 | $64,826 | |
| 4 | NMRK |
Newmark Group, Inc.
|
1,433 | $21,480 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
2,200 | $10,296 | |
| 6 | COMP |
Compass, Inc.
This page
|
844 | $6,169 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
129 | $3,430 | |
| 8 | FSV |
FirstService Corp
|
13 | $1,806 |
All Filings in COMP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,169 | 844 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,375 | 414 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,340 | 416 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,373 | 378 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $263 | 45 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $452 | 195 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $703 | 195 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,532 | 195 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $15,325 | 1,686 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||