Position in SEG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,375,512
+$242,099 QoQ
Shares Held
51,711
-2.0% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 116 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEG Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $52,888,399 across 16 Real Estate Services names. SEG ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
94,572 | $12,737,902 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,306,259 | $10,323,050 | |
| 3 | COMP |
Compass, Inc.
|
832,922 | $10,269,928 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
23,147 | $7,174,412 | |
| 5 | CSGP |
Costar Group, Inc.
|
130,787 | $3,703,887 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
127,662 | $1,709,394 | |
| 7 | NMRK |
Newmark Group, Inc.
|
108,701 | $1,642,472 | |
| 8 | FSV |
FirstService Corp
|
10,890 | $1,547,577 |
All Filings in SEG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,512 | 51,711 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,133,413 | 52,766 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $713,578 | 36,094 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $833,669 | 36,373 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $685,443 | 36,753 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $416,281 | 19,389 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||