Position in RMR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$390
+$97 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 163 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $160,359 across 17 Real Estate Services names. RMR ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
3,179 | $90,029 | |
| 2 | CBRE |
Cbre Group, Inc.
|
268 | $36,096 | |
| 3 | COMP |
Compass, Inc.
|
1,389 | $17,126 | |
| 4 | OPEN |
Opendoor Technologies Inc.
|
1,086 | $5,017 | |
| 5 | FSV |
FirstService Corp
|
31 | $4,405 | |
| 6 | MMI |
Marcus & Millichap, Inc.
|
77 | $2,400 | |
| 7 | REAX |
Real Brokerage Inc
|
724 | $1,317 | |
| 8 | JLL |
Jones Lang Lasalle Inc
|
3 | $929 |
All Filings in RMR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390 | 19 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $293 | 19 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $759 | 51 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,925 | 186 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,520 | 93 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,165 | 70 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||