Position in RFL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$70,525
+$2,770 QoQ
Shares Held
56,420
-1.7% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026LPL Financial LLC holds $51,955,251 across 18 Real Estate Services names. RFL ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
115,385 | $15,630,052 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,076,318 | $9,717,168 | |
| 3 | COMP |
Compass, Inc.
|
956,746 | $6,993,813 | |
| 4 | CSGP |
Costar Group, Inc.
|
118,841 | $4,794,045 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
15,184 | $4,620,794 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
241,340 | $2,611,298 | |
| 7 | NMRK |
Newmark Group, Inc.
|
114,573 | $1,717,449 | |
| 8 | FSV |
FirstService Corp
|
8,983 | $1,248,098 |
All Filings in RFL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||