Position in DOUG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$87,233
-$122,066 QoQ
Shares Held
53,191
-39.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.03948036321934162.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96051963678066.ToString("F0")%
Common Shares in DOUG Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $51,955,251 across 18 Real Estate Services names. DOUG ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
115,385 | $15,630,052 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,076,318 | $9,717,168 | |
| 3 | COMP |
Compass, Inc.
|
956,746 | $6,993,813 | |
| 4 | CSGP |
Costar Group, Inc.
|
118,841 | $4,794,045 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
15,184 | $4,620,794 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
241,340 | $2,611,298 | |
| 7 | NMRK |
Newmark Group, Inc.
|
114,573 | $1,717,449 | |
| 8 | FSV |
FirstService Corp
|
8,983 | $1,248,098 |
All Filings in DOUG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,233 | 53,191 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $209,299 | 88,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $158,020 | 55,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,199 | 24,224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $68,327 | 39,725 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $40,101 | 24,013 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $44,079 | 24,087 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,065 | 23,332 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $40,381 | 25,558 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $75,918 | 25,735 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,448 | 13,473 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,910 | 13,473 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $41,822 | 14,120 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $101,405 | 26,161 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $129,178 | 33,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $148,435 | 32,538 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||