Position in CSGP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$567,136
-$285,691 QoQ
Shares Held
20,026
-5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#388
of 749 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,074,325 across 7 Real Estate Services names. CSGP ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
This page
|
20,026 | $567,136 | |
| 2 | COMP |
Compass, Inc.
|
35,800 | $441,414 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
102 | $31,614 | |
| 4 | CBRE |
Cbre Group, Inc.
|
191 | $25,725 | |
| 5 | NMRK |
Newmark Group, Inc.
|
480 | $7,252 | |
| 6 | RMAX |
RE/MAX Holdings, Inc.
|
85 | $838 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
75 | $346 |
All Filings in CSGP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,136 | 20,026 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $852,827 | 21,141 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,052,709 | 15,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,372,446 | 16,267 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,344,046 | 16,717 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,387,871 | 17,517 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,256,189 | 17,547 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,708,942 | 22,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,518,313 | 20,479 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,856,555 | 19,219 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,695,453 | 19,401 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,435,228 | 18,666 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,705,240 | 19,160 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,280,678 | 18,601 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,472,493 | 19,054 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,345,707 | 19,321 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,143,017 | 18,921 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,262,326 | 18,951 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,500,226 | 18,983 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,634,795 | 18,996 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,579,625 | 19,073 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,594,466 | 1,940 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,820,831 | 1,970 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,730,111 | 2,039 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,410,679 | 1,985 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,160,914 | 1,977 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||