Position in SEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$771
+$686 QoQ
Shares Held
29
+625.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 22 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEG 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. SEG ranks #14 (0.1% 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 SEG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771 | 29 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $85 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $802 | 35 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $559 | 30 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $687 | 32 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $894 | 32 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $932 | 34 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||