Corient Private Wealth LLC

Position in FSV — FirstService Corp

CIK 1948780 MIAMI, FL

Position in FSV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$883,924

-$499,670 QoQ

Shares Held

6,220

-30.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#146

of 275 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Real Estate · as of Jun 30, 2026

Corient Private Wealth LLC holds $40,170,130 across 12 Real Estate Services names. FSV ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	139,337	$18,767,300
2	JLL	Jones Lang Lasalle Inc	50,247	$15,574,057
3	CSGP	Costar Group, Inc.	82,804	$2,345,009
4	FSV	FirstService Corp This page	6,220	$883,924
5	NMRK	Newmark Group, Inc.	50,523	$763,402
6	IHS	IHS Holding Ltd	49,000	$403,760
7	COMP	Compass, Inc.	30,292	$373,500
8	AGNT	AGNT, Inc.	58,401	$315,949

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,924	6,220	-30.1%	Shares	Sole	2026-08-17
2025-12-31	$1,383,594	8,896	-4.9%	Shares	Sole	2026-03-09
2025-09-30	$1,781,652	9,353	+102.6%	Shares	Sole	2025-11-14
2025-06-30	$806,045	4,616	-72.0%	Shares	Sole	2025-09-26
2025-03-31	$2,739,336	16,507	-12.8%	Shares	Sole	2025-05-14
2024-12-31	$3,426,527	18,929	-6.8%	Shares	Sole	2025-02-10
2024-09-30	$3,704,120	20,301	-16.3%	Shares	Sole	2024-11-12
2024-06-30	$3,696,039	24,257	-12.1%	Shares	Sole	2024-08-13
2024-03-31	$4,573,593	27,585	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$4,495,404	27,734	-63.8%	Shares	Sole	2024-02-09
2023-09-30	$11,145,744	76,582	-1.0%	Shares	Sole	2023-11-03
2023-06-30	$11,917,320	77,340	+41.7%	Shares	Sole	2023-08-10
2023-03-31	$7,695,939	54,585	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.