Position in CSGP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$936,457
-$23,029 QoQ
Shares Held
33,067
+39.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#311
of 747 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Summit Trail Advisors, LLC holds $2,676,907 across 3 Real Estate Services names. CSGP ranks #2 (35.0% of the industry book) .
All Filings in CSGP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,457 | 33,067 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $959,486 | 23,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $971,954 | 14,455 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,086,179 | 12,874 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $719,258 | 8,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $735,729 | 9,286 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $507,501 | 7,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $492,623 | 6,530 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $234,504 | 3,163 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $337,713 | 3,496 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $217,675 | 2,831 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $216,448 | 2,432 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||