Position in FSV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$243,283
-$337,154 QoQ
Shares Held
1,751
-53.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Atria Investments, Inc holds $9,523,076 across 7 Real Estate Services names. FSV ranks #5 (2.6% 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
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|
1,751 | $243,283 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
16,156 | $198,072 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
17,439 | $28,599 |
All Filings in FSV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,283 | 1,751 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $580,437 | 3,732 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $739,291 | 3,881 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $695,162 | 3,981 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $408,568 | 2,462 | Shares | Sole | 2025-05-06 | |
| 2022-03-31 | $1,167,008 | 8,055 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,401,027 | 7,131 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,077,104 | 5,968 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,029,272 | 6,010 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||