Dynamic Advisor Solutions LLC

Position in KW — Kennedy-Wilson Holdings, Inc.

CIK 1599747 PHOENIX, AZ

Position in KW

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$632,840

+$42,941 QoQ

Shares Held

58,488

-4.1% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#96

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")%

Real Estate · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $559,859 across 2 Real Estate Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	CBRE	Cbre Group, Inc.	2,608	$351,271
2	OPEN	Opendoor Technologies Inc.	45,149	$208,588

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$632,840	58,488	-4.1%	Shares	Sole	2026-04-08
2025-12-31	$589,899	61,003	-8.2%	Shares	Sole	2026-01-09
2025-09-30	$552,880	66,452	+13.0%	Shares	Sole	2025-10-09
2025-06-30	$399,846	58,801	+11.9%	Shares	Sole	2025-07-09
2025-03-31	$456,055	52,541	+1.3%	Shares	Sole	2025-04-17
2024-12-31	$517,921	51,844	-1.7%	Shares	Sole	2025-01-21
2024-09-30	$582,710	52,734	+2.6%	Shares	Sole	2024-10-07
2024-06-30	$499,433	51,382	+5.0%	Shares	Sole	2024-07-15
2024-03-31	$419,827	48,931	+0.0%	Shares	Sole	2024-04-12
2023-12-31	$605,703	48,926	-4.7%	Shares	Sole	2024-01-10
2023-09-30	$756,854	51,347	+3.3%	Shares	Sole	2023-10-11
2023-06-30	$811,437	49,690	+5.4%	Shares	Sole	2023-08-03
2023-03-31	$782,052	47,140	+1.1%	Shares	Sole	2023-04-11
2022-12-31	$733,175	46,610	+7.8%	Shares	Sole	2023-01-13
2022-09-30	$668,645	43,250	+10.2%	Shares	Sole	2022-10-20
2022-06-30	$743,489	39,255	+7.0%	Shares	Sole	2022-07-27
2022-03-31	$894,991	36,695	+3.9%	Shares	Sole	2022-04-11
2021-12-31	$843,561	35,325	+3.2%	Shares	Sole	2022-01-26
2021-09-30	$715,777	34,215	-0.4%	Shares	Sole	2021-10-28
2021-06-30	$682,335	34,340	+1.8%	Shares	Sole	2021-08-10
2021-03-31	$682,006	33,746	+2.1%	Shares	Sole	2021-04-27
2020-12-31	$591,014	33,036	+2.4%	Shares	Sole	2021-02-03
2020-09-30	$468,647	32,276	+5.3%	Shares	Sole	2020-10-27
2020-06-30	$466,356	30,641	+11.5%	Shares	Sole	2020-08-05
2020-03-31	$368,727	27,476	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.