Position in RFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$182,925
+$112,400 QoQ
Shares Held
55,770
-1.2% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 42 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RFL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $52,888,399 across 16 Real Estate Services names. RFL ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
94,572 | $12,737,902 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,306,259 | $10,323,050 | |
| 3 | COMP |
Compass, Inc.
|
832,922 | $10,269,928 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
23,147 | $7,174,412 | |
| 5 | CSGP |
Costar Group, Inc.
|
130,787 | $3,703,887 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
127,662 | $1,709,394 | |
| 7 | NMRK |
Newmark Group, Inc.
|
108,701 | $1,642,472 | |
| 8 | FSV |
FirstService Corp
|
10,890 | $1,547,577 |
All Filings in RFL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,925 | 55,770 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $70,525 | 56,420 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $67,755 | 57,420 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $78,091 | 57,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,148 | 34,190 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,700 | 10,000 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||