AM INVESTMENT STRATEGIES LLC REAL — THE REALREAL INC COM

Ownership history in AM INVESTMENT STRATEGIES LLC  ·  16 quarters on record

AI Ownership Summary

AM INVESTMENT STRATEGIES LLC reported THE REALREAL INC COM (REAL) in 16 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows REAL at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AM INVESTMENT STRATEGIES LLC's position in THE REALREAL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REAL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

REAL stock page AM INVESTMENT STRATEGIES LLC fund profile AM INVESTMENT STRATEGIES LLC full holdings
How AM INVESTMENT STRATEGIES LLC held REAL — position size vs. price
% of Fund (quarterly)    REAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 27,572 — 0% 0.05% $250K 2026-04-29 $11.77
2025 Q4 UNCHANGED — — — 27,572 — 0% 0.09% $435K 2026-02-05 $12.57
2025 Q3 UNCHANGED — — — 27,572 — 0% 0.06% $293K 2025-10-30 $12.18
2025 Q2 UNCHANGED — — — 27,572 — 0% 0.03% $132K 2025-07-15 $5.10
2025 Q1 REDUCED 48.1% -11.1% ✅ 27,572 -25,572 -48.1% 0.04% $149K 2025-05-07 $7.05
2024 Q4 UNCHANGED — — — 53,144 — 0% 0.14% $581K 2025-01-21 $9.93
2024 Q3 UNCHANGED — — — 53,144 — 0% 0.04% $167K 2024-10-29 $3.04
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REAL

As of 2026 Q2 — sorted by position size

Crestwood Capital Management, L.P. 3Y 7Y 10.04% Woodson Capital Management, LP 3Y 7Y 6.51% Kanen Wealth Management LLC 3Y 4.59% Divisadero Street Capital Management, LP 3Y 2.46% AWM Investment Company, Inc. 3Y 7Y 1.85% Archon Capital Management LLC 3Y 7Y 1.1% KINGDON CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.98% Atika Capital Management LLC 3Y 7Y 0.73% MYDA Advisors LLC 3Y 7Y 0.6% West Tower Group, LLC 3Y 0.57%

FAQ About AM INVESTMENT STRATEGIES LLC and REAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AM INVESTMENT STRATEGIES LLC reported owning REAL?

AM INVESTMENT STRATEGIES LLC reported REAL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported REAL position in AM INVESTMENT STRATEGIES LLC's portfolio?

The largest reported portfolio weight for REAL was 0.14% in 2024 Q4.

What is the latest reported REAL position on this page?

The most recent filing on this page is 2026 Q1, when AM INVESTMENT STRATEGIES LLC reported 27,572 shares, equal to 0.05% of portfolio, with an estimated market value of $250K.

What does the chart on this REAL ownership page compare?

The chart compares AM INVESTMENT STRATEGIES LLC's quarterly REAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AM INVESTMENT STRATEGIES LLC time their REAL position?

Based on 13F filing dates vs. subsequent REAL price moves, AM INVESTMENT STRATEGIES LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on REAL relative to SPY over the holding period was -4.1%.

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