Position in CSGP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$426,111
+$20,453 QoQ
Shares Held
10,563
+75.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,756,632 across 7 Real Estate Services names. CSGP ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
55,121 | $7,658,511 | |
| 2 | CBRE |
Cbre Group, Inc.
|
15,154 | $2,052,760 | |
| 3 | CSGP |
Costar Group, Inc.
This page
|
10,563 | $426,111 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
1,293 | $393,485 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
10,441 | $128,006 | |
| 6 | AGNT |
AGNT, Inc.
|
12,092 | $72,431 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
15,444 | $25,328 |
All Filings in CSGP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,111 | 10,563 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $405,658 | 6,033 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $636,571 | 7,545 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $593,191 | 7,378 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $651,508 | 8,223 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $447,580 | 6,252 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $451,282 | 5,982 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $424,896 | 5,731 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $656,010 | 6,791 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $622,828 | 7,127 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $245,724 | 3,689 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $487,219 | 6,165 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $494,845 | 5,750 | Shares | Defined | 2021-11-15 | |
| 2020-12-31 | $29,299 | 317 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||