Steward Partners Investment Advisory, LLC

Position in RFL — Rafael Holdings, Inc.

CIK 1723397 STAMFORD, CT

Position in RFL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$40

+$3 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $7,787,129 across 15 Real Estate Services names. RFL ranks #15 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	27,165	$3,679,770
2	OPEN	Opendoor Technologies Inc.	430,024	$2,012,512
3	CIGI	Colliers International Group Inc.	10,432	$1,115,076
4	JLL	Jones Lang Lasalle Inc	1,514	$460,740
5	FSV	FirstService Corp	2,061	$286,355
6	REAX	Real Brokerage Inc	35,000	$87,500
7	CSGP	Costar Group, Inc.	1,621	$65,391
8	NMRK	Newmark Group, Inc.	2,322	$34,806

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40	32	0.0%	Shares	Sole	2026-05-08
2025-12-31	$37	32	0.0%	Shares	Sole	2026-02-12
2025-09-30	$43	32	0.0%	Shares	Sole	2025-11-12
2025-06-30	$55	32	0.0%	Shares	Sole	2025-08-12
2025-03-31	$59	32	-50.8%	Shares	Sole	2025-05-13
2022-12-31	$121	65	0.0%	Shares	Sole	2023-02-15
2022-09-30	$116	65	0.0%	Shares	Sole	2022-11-10
2022-06-30	$121	65	0.0%	Shares	Sole	2022-08-04
2022-03-31	$163	65	0.0%	Shares	Sole	2022-05-02
2021-12-31	$331	65	0.0%	Shares	Sole	2022-02-08
2021-09-30	$1,997	65	0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,318	65	-43.5%	Shares	Sole	2021-08-13
2021-03-31	$4,590	115	+76.9%	Shares	Sole	2021-05-17
2020-12-31	$1,515	65	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,007	65	0.0%	Shares	Sole	2020-10-30
2020-06-30	$934	65	0.0%	Shares	Sole	2020-08-06
2020-03-31	$832	65	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.