Position in COMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$145,395
+$19,496 QoQ
Shares Held
19,890
+67.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 17.883358471593766.ToString("F0")%
Shared 0.ToString("F0")%
None 82.11664152840623.ToString("F0")%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $41,149,155 across 10 Real Estate Services names. COMP ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
74,986 | $22,819,739 | |
| 2 | CBRE |
Cbre Group, Inc.
|
97,656 | $13,228,481 | |
| 3 | CSGP |
Costar Group, Inc.
|
79,401 | $3,203,035 | |
| 4 | NMRK |
Newmark Group, Inc.
|
43,197 | $647,523 | |
| 5 | IHS |
IHS Holding Ltd
|
45,000 | $370,350 | |
| 6 | AGNT |
AGNT, Inc.
|
46,064 | $275,923 | |
| 7 | BEKE |
KE Holdings Inc.
|
12,132 | $181,616 | |
| 8 | COMP |
Compass, Inc.
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|
19,890 | $145,395 |
All Filings in COMP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,395 | 19,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $125,899 | 11,911 | Shares | Sole | 2026-03-09 | |
| 2023-03-31 | $77,904 | 24,119 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $52,690 | 22,614 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||