Position in RMR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$307
-$1,533 QoQ
Shares Held
15
-87.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 163 holders
Holding Since
Mar 2020
23 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, 2026Clearstead Advisors, LLC holds $1,686,932 across 18 Real Estate Services names. RMR ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
8,943 | $1,204,532 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
1,094 | $339,085 | |
| 3 | FSV |
FirstService Corp
|
438 | $62,244 | |
| 4 | CIGI |
Colliers International Group Inc.
|
599 | $56,180 | |
| 5 | CSGP |
Costar Group, Inc.
|
586 | $16,595 | |
| 6 | ASPS |
Altisource Portfolio Solutions S.A.
|
19,815 | $2,122 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
52 | $1,620 | |
| 8 | NMRK |
Newmark Group, Inc.
|
79 | $1,193 |
All Filings in RMR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307 | 15 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $1,840 | 117 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32 | 2 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $598 | 29 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $736 | 29 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $655 | 29 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $696 | 29 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $818 | 29 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $711 | 29 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $671 | 29 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $760 | 29 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $819 | 29 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $687 | 29 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $822 | 29 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $901 | 29 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,005 | 29 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $970 | 29 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,120 | 29 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,183 | 29 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,119 | 29 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $796 | 29 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $854 | 29 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $782 | 29 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||