Position in COMP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$292,825
+$124,951 QoQ
Shares Held
23,749
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#272
of 432 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $299,757 across 2 Real Estate Services names. COMP ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COMP |
Compass, Inc.
This page
|
23,749 | $292,825 | |
| 2 | SRG-PA |
Seritage Growth Properties
|
2,636 | $6,932 |
All Filings in COMP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,825 | 23,749 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $167,874 | 22,965 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $224,348 | 21,225 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $153,621 | 19,131 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $121,624 | 19,367 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $199,148 | 22,812 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $134,362 | 22,968 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $136,069 | 22,270 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $76,752 | 21,320 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $47,782 | 13,273 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $50,320 | 13,383 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $43,004 | 14,829 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||