Position in KW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$864,258
+$6,568 QoQ
Shares Held
79,876
-9.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#86
of 236 holders
Holding Since
Sep 2024
7 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, 2026Atria Investments, Inc holds $9,523,076 across 7 Real Estate Services names. KW ranks #4 (9.1% 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.
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|
79,876 | $864,258 | |
| 5 | FSV |
FirstService Corp
|
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 KW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $864,258 | 79,876 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $857,690 | 88,696 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $641,397 | 77,091 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $538,158 | 79,141 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $564,625 | 65,049 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $775,523 | 77,630 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $734,626 | 66,482 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||