Position in KW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,611,298
+$1,398,332 QoQ
Shares Held
241,340
+92.4% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 236 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KW 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. KW ranks #6 (5.0% 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.
This page
|
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 KW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,611,298 | 241,340 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,212,966 | 125,436 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $819,586 | 98,508 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $708,254 | 104,155 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $111,442 | 12,839 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $632,277 | 63,291 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $776,317 | 70,255 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $716,529 | 73,717 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $749,703 | 87,378 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,062,736 | 85,843 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,266,961 | 85,954 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,452,618 | 88,954 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,390,540 | 83,818 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,319,558 | 83,888 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,165,282 | 75,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,153,029 | 60,878 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,316,011 | 53,957 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,456,512 | 60,993 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,192,042 | 56,981 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,085,577 | 54,634 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,075,030 | 53,193 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $927,596 | 51,850 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $893,575 | 61,541 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $831,012 | 54,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $752,902 | 56,103 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||