Position in COMP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$71,481
+$58,272 QoQ
Shares Held
9,779
+682.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 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, 2026EverSource Wealth Advisors, LLC holds $1,600,627 across 25 Real Estate Services names. COMP ranks #5 (4.5% 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.
|
5,647 | $84,531 | |
| 5 | COMP |
Compass, Inc.
This page
|
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 COMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,481 | 9,779 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,209 | 1,250 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,935 | 1,362 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,394 | 1,337 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,284 | 720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,303 | 223 | Shares | Sole | 2025-02-10 | |
| 2022-12-31 | $2,906 | 1,248 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||