Position in NMRK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$194,660
-$46,036 QoQ
Shares Held
12,986
-6.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in NMRK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $60,278,852 across 6 Real Estate Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
936,775 | $26,529,468 | |
| 2 | CBRE |
Cbre Group, Inc.
|
158,812 | $21,390,388 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
19,601 | $6,075,329 | |
| 4 | COMP |
Compass, Inc.
|
452,450 | $5,578,708 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
100,894 | $466,130 | |
| 6 | AGNT |
AGNT, Inc.
|
44,146 | $238,829 |
All Filings in NMRK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,660 | 12,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $240,696 | 13,881 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,382 | 14,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $164,717 | 13,557 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $156,262 | 12,840 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $203,448 | 15,882 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $179,775 | 11,576 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $118,422 | 11,576 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $110,900 | 10,000 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $109,600 | 10,000 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||