REAX · Real REMAX Group Inc. · Holdings
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holder Concentration
Across 24 13F filersWho Holds REAX
Last 1 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Sep 30, 2026: 24 filers, like-for-like change —.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 81.7% | 18 | new |
| Unknown | 18.3% | 6 | new |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 17.3% | 2 | new |
| Concentrated | 23.9% | 8 | new |
| Diversified active | 58.8% | 14 | new |
Measured from each filer's Jun 30, 2026 13F book, the newest measured quarter.
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 85.5% | 18 | new |
| Medium turnover | 0.7% | 3 | new |
| High turnover | 0.3% | 1 | new |
| Unknown | 13.5% | 2 | new |
Measured from each filer's Jun 30, 2026 13F book, the newest measured quarter.
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 13.2% | 1 | new |
| Medium horizon | 2.7% | 8 | new |
| Long horizon | 84.0% | 15 | new |
Measured from each filer's Jun 30, 2026 13F book, the newest measured quarter.
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 74.2% | 9 | new |
| $1B to $10B | 3.0% | 10 | new |
| $10B to $100B | 22.9% | 5 | new |
Measured from each filer's Jun 30, 2026 13F book, the newest measured quarter.
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 45.0% | 13 | new |
| Pooled investment vehicles | 35.3% | 2 | new |
| Pension and profit sharing plans | 0.1% | 1 | new |
| Other investment advisers | 0.6% | 1 | new |
| Diversified | 0.7% | 1 | new |
| Unknown | 18.3% | 6 | new |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 35.6% | 4 | new |
| Real estate funds | 0.6% | 1 | new |
| No private funds | 45.5% | 13 | new |
| Unknown | 18.3% | 6 | new |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 86.7% | 22 | new |
| Outside the US | 0.0% | 1 | new |
| Unknown | 13.2% | 1 | new |
The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Fortitude Advisory Group L.L.C. Registered adviser | $590,596 | 37.14% | 36,100 | Shares | 2026-10-15 | |
| Small SHAH CAPITAL MANAGEMENT Registered adviser | $350,038 | 22.01% | 21,396 | Shares | 2026-10-09 | |
| Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $266,553 | 16.76% | 16,293 | Shares | 2026-10-22 | |
| Small Pavaki Capital Management LLC Registered adviser | $210,635 | 13.24% | 12,875 | Shares | 2026-10-26 | |
| Large Farther Finance Advisors, LLC Registered adviser | $76,973 | 4.84% | 4,705 | Shares | 2026-10-08 | |
| Mid Versant Capital Management, Inc Registered adviser | $19,893 | 1.25% | 1,216 | Shares | 2026-10-02 | |
| Mid State of Alaska, Department of Revenue | $17,407 | 1.09% | 1,064 | Shares | 2026-10-15 | |
| Mid Sterling Capital Management LLC Registered adviser | $10,732 | 0.67% | 656 | Shares | 2026-10-22 | |
| Small Main Street Group, LTD Registered adviser | $9,816 | 0.62% | 600 | Shares | 2026-10-28 | |
| Small Fortitude Family Office, LLC Registered adviser | $9,521 | 0.60% | 582 | Shares | 2026-10-14 | |
| Mid GAMMA Investing LLC Registered adviser | $8,932 | 0.56% | 546 | Shares | 2026-10-08 | |
| Small Tradewinds Capital Management, LLC Registered adviser | $4,809 | 0.30% | 294 | Shares | 2026-10-23 | |
| Mid TRUST CO OF VERMONT | $3,828 | 0.24% | 234 | Shares | 2026-10-21 | |
| Small American Capital Advisory, LLC Registered adviser | $3,272 | 0.21% | 200 | Shares | 2026-10-28 | |
| Mid Parkside Financial Bank & Trust | $2,732 | 0.17% | 167 | Shares | 2026-10-27 | |
| Large NISA INVESTMENT ADVISORS, LLC Registered adviser | $2,241 | 0.14% | 137 | Shares | 2026-10-20 | |
| Small Essential Partners LLC Registered adviser | $899 | 0.06% | 55 | Shares | 2026-10-14 | |
| Mid MassMutual Private Wealth & Trust, FSB | $605 | 0.04% | 37 | Shares | 2026-10-05 | |
| Large TD Waterhouse Canada Inc. | $376 | 0.02% | 23 | Shares | 2026-10-16 | |
| Mid CoreCap Advisors, LLC Registered adviser | $212 | 0.01% | 13 | Shares | 2026-10-08 | |
| Small SJS Investment Consulting Inc. Registered adviser | $212 | 0.01% | 13 | Shares | 2026-10-26 | |
| Mid NBC SECURITIES, INC. Registered adviser | $81 | 0.01% | 5 | Shares | 2026-10-26 | |
| Mid IFP Advisors, Inc Registered adviser | $16 | 0.00% | 1 | Shares | 2026-10-16 | |
| Mid Root Financial Partners, LLC Registered adviser | $16 | 0.00% | 1 | Shares | 2026-10-21 |