Position in CWK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$198,072
New position
Shares Held
16,156
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Atria Investments, Inc holds $9,523,076 across 7 Real Estate Services names. CWK ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
28,870 | $3,910,730 | |
| 2 | CSGP |
Costar Group, Inc.
|
81,821 | $3,300,659 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
3,212 | $977,475 | |
| 4 | KW |
Kennedy-Wilson Holdings, Inc.
|
79,876 | $864,258 | |
| 5 | FSV |
FirstService Corp
|
1,751 | $243,283 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
This page
|
16,156 | $198,072 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
17,439 | $28,599 |
All Filings in CWK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,072 | 16,156 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||