Position in RMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,335
+$5,675 QoQ
Shares Held
406
+136.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 163 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RMR Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $1,938,081 across 18 Real Estate Services names. RMR ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
8,518 | $1,147,289 | |
| 2 | CSGP |
Costar Group, Inc.
|
13,582 | $384,642 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
414 | $128,319 | |
| 4 | COMP |
Compass, Inc.
|
8,938 | $110,205 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
1,491 | $46,474 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
7,479 | $33,292 | |
| 7 | BEKE |
KE Holdings Inc.
|
1,414 | $20,545 | |
| 8 | CWK |
Cushman & Wakefield Ltd.
|
1,178 | $15,773 |
All Filings in RMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,335 | 406 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,660 | 172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $685 | 46 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $849 | 54 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $392 | 24 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $283 | 17 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,032 | 50 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,233 | 88 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,966 | 87 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $192 | 8 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $225 | 8 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,446 | 59 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $254 | 11 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $419 | 16 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $452 | 16 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $426 | 18 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $396 | 14 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $186 | 6 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $208 | 6 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||