Position in RMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,231
+$381 QoQ
Shares Held
60
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 163 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RMR Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $816,157 across 21 Real Estate Services names. RMR ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
3,318 | $446,901 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
548 | $169,852 | |
| 3 | CSGP |
Costar Group, Inc.
|
3,968 | $112,373 | |
| 4 | COMP |
Compass, Inc.
|
2,517 | $31,034 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
693 | $21,600 | |
| 6 | NMRK |
Newmark Group, Inc.
|
885 | $13,372 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
2,200 | $10,164 | |
| 8 | FSV |
FirstService Corp
|
19 | $2,700 |
All Filings in RMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231 | 60 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $850 | 55 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $819 | 55 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,116 | 71 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,234 | 259 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $682 | 41 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $846 | 41 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,167 | 46 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,039 | 46 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,104 | 46 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,298 | 46 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,176 | 48 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,112 | 48 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,259 | 48 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $47 | 456 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,609 | 279 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,314 | 258 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,617 | 52 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,803 | 52 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,739 | 52 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,395 | 62 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,530 | 62 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,857 | 74 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,032 | 74 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,180 | 74 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,076 | 77 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||