WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NMRK — Newmark Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in NMRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$475,647
+$49,302 QoQ
Shares Held
31,479
+10.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 24 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMRK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,439,000 across 13 Real Estate Services names. NMRK ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
68,006 | $9,159,728 | |
| 2 | CSGP |
Costar Group, Inc.
|
123,138 | $3,487,268 | |
| 3 | COMP |
Compass, Inc.
|
144,787 | $1,785,223 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
5,025 | $1,557,498 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
109,470 | $505,751 | |
| 6 | NMRK |
Newmark Group, Inc.
This page
|
31,479 | $475,647 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
14,901 | $464,464 | |
| 8 | FSV |
FirstService Corp
|
2,529 | $359,396 |
All Filings in NMRK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,647 | 31,479 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $426,345 | 28,442 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $682,415 | 39,355 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $740,386 | 39,699 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $467,082 | 38,443 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $408,717 | 33,584 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $420,244 | 32,806 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $489,505 | 31,520 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $334,459 | 32,694 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $354,968 | 32,008 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $348,034 | 31,755 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $172,703 | 26,859 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||