SEARCY FINANCIAL SERVICES INC /ADV REAX THE REAL BROKERAGE INC

Ownership history in SEARCY FINANCIAL SERVICES INC /ADV  ·  9 quarters on record

AI Ownership Summary

SEARCY FINANCIAL SERVICES INC /ADV reported THE REAL BROKERAGE INC (REAX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows REAX at 0.01% 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.

What this REAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEARCY FINANCIAL SERVICES INC /ADV's position in THE REAL BROKERAGE INC, 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

REAX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

How SEARCY FINANCIAL SERVICES INC /ADV held REAX — position size vs. price
% of Fund (quarterly)    REAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,714 0% 0.01% $29K 2026-04-14 $2.57
2025 Q4 UNCHANGED 11,714 0% 0.02% $43K 2026-01-22 $3.66
2025 Q3 UNCHANGED 11,714 0% 0.02% $49K 2025-10-06 $4.26
2025 Q2 UNCHANGED 11,714 0% 0.02% $53K 2025-07-09 $4.24
2025 Q1 UNCHANGED 11,714 0% 0.02% $48K 2025-04-17 $4.67
2024 Q4 UNCHANGED 11,714 0% 0.02% $54K 2025-01-13 $4.15
2024 Q3 UNCHANGED 11,714 0% 0.03% $65K 2024-10-15 $5.40
2024 Q2 UNCHANGED 11,714 0% 0.02% $48K 2024-07-15 $5.50
2024 Q1 INITIATED 11,714 0.02% $37K 2024-04-16 $3.73

FAQ About SEARCY FINANCIAL SERVICES INC /ADV and REAX

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

How long has SEARCY FINANCIAL SERVICES INC /ADV reported owning REAX?

SEARCY FINANCIAL SERVICES INC /ADV reported REAX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported REAX position in SEARCY FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for REAX was 0.03% in 2024 Q3.

What is the latest reported REAX position on this page?

The most recent filing on this page is 2026 Q1, when SEARCY FINANCIAL SERVICES INC /ADV reported 11,714 shares, equal to 0.01% of portfolio, with an estimated market value of $29K.

What does the chart on this REAX ownership page compare?

The chart compares SEARCY FINANCIAL SERVICES INC /ADV's quarterly REAX 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.

← Back to SEARCY FINANCIAL SERVICES INC /ADV Holdings