WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in RFL — Rafael Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in RFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$55,553
+$32,305 QoQ
Shares Held
16,937
-8.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 6 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,439,000 across 13 Real Estate Services names. RFL ranks #12 (0.3% 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.
|
31,479 | $475,647 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
14,901 | $464,464 | |
| 8 | FSV |
FirstService Corp
|
2,529 | $359,396 |
All Filings in RFL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,553 | 16,937 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $23,248 | 18,599 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $31,245 | 26,479 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $29,204 | 21,474 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $29,761 | 17,203 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $25,609 | 13,695 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||