Integrated Wealth Concepts LLC

Position in CSGP — Costar Group, Inc.

CIK 1737109 WALTHAM, MA

Position in CSGP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$449,466

+$115,330 QoQ

Shares Held

15,871

+91.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#416

of 747 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $3,083,728 across 27 Real Estate Services names. CSGP ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	10,109	$1,361,581
2	COMP	Compass, Inc.	51,564	$635,784
3	CSGP	Costar Group, Inc. This page	15,871	$449,466
4	ASPS	Altisource Portfolio Solutions S.A.	85,013	$209,272
5	JLL	Jones Lang Lasalle Inc	430	$133,278
6	MMI	Marcus & Millichap, Inc.	2,729	$85,062
7	OPEN	Opendoor Technologies Inc.	11,354	$47,471
8	CHCI	Comstock Holding Companies, Inc.	2,797	$44,724

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,466	15,871	+91.6%	Shares	Sole	2026-08-12
2026-03-31	$334,136	8,283	+129.5%	Shares	Other	2026-05-15
2025-12-31	$242,669	3,609	-21.8%	Shares	Other	2026-02-13
2025-09-30	$389,451	4,616	-25.2%	Shares	Other	2025-11-14
2025-06-30	$496,148	6,171	+28.9%	Shares	Other	2025-08-14
2025-03-31	$379,432	4,789	+9.8%	Shares	Other	2025-05-15
2024-12-31	$312,347	4,363	-49.6%	Shares	Other	2025-02-14
2021-12-31	$684,083	8,656	+2.7%	Shares	Other	2022-02-15
2021-09-30	$725,313	8,428	+6.1%	Shares	Other	2021-11-15
2021-06-30	$658,170	7,947	+936.1%	Shares	Other	2021-08-13
2021-03-31	$630,389	767	+4.2%	Shares	Other	2021-05-13
2020-12-31	$680,270	736	+21.1%	Shares	Other	2021-02-12
2020-09-30	$515,894	608	+13.6%	Shares	Other	2020-11-13
2020-06-30	$380,208	535	+17.1%	Shares	Other	2020-07-30
2020-03-31	$268,354	457	—	Shares	Other	2020-05-18
No filing history on record for this holder in this stock.