Position in RMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,155
+$2,078 QoQ
Shares Held
105
+2000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 163 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $7,542,184 across 13 Real Estate Services names. RMR ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
24,259 | $3,267,444 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
426,601 | $1,969,494 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
2,984 | $924,890 | |
| 4 | CIGI |
Colliers International Group Inc.
|
9,763 | $915,671 | |
| 5 | FSV |
FirstService Corp
|
2,100 | $298,431 | |
| 6 | REAX |
Real Brokerage Inc
|
42,500 | $77,350 | |
| 7 | NMRK |
Newmark Group, Inc.
|
2,819 | $42,595 | |
| 8 | COMP |
Compass, Inc.
|
2,718 | $33,512 |
All Filings in RMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155 | 105 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $77 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $74 | 5 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $78 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81 | 5 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $83 | 5 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $103 | 5 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $126 | 5 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $113 | 5 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $120 | 5 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $141 | 5 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $318 | 13 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $301 | 13 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $131 | 5 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $141 | 5 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $260 | 11 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $311 | 11 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $342 | 11 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $381 | 11 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $367 | 11 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $425 | 11 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $693 | 17 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $733 | 19 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $521 | 19 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $559 | 19 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $512 | 19 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||