REAX β€” THE REAL BROKERAGE INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported THE REAL BROKERAGE INC (REAX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows REAX at 0.00% 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held REAX β€” position size vs. price
% of Fund (quarterly)    REAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 63,353 -22,266 -26.0% 0.00% $160K 2026-04-08 $2.51
2025 Q4 ADDED 85,619 +1,155 +1.4% 0.00% $316K 2026-01-08 $3.88
2025 Q3 ADDED 84,464 +162 +0.2% 0.00% $350K 2025-10-29 $3.57
2025 Q2 REDUCED 84,302 -8,479 -9.1% 0.00% $362K 2025-07-10 $4.26
2025 Q1 ADDED 92,781 +82,433 +796.6% 0.00% $377K 2025-04-16 $4.62
2024 Q4 UNCHANGED 10,348 β€” 0% 0.00% $57K 2025-01-10 $4.26
2024 Q3 ADDED 10,348 +29 +0.3% 0.00% $57K 2024-10-24 $5.16
2024 Q2 UNCHANGED 10,319 β€” 0% 0.00% $42K 2024-07-16 $5.67
2024 Q1 INITIATED 10,319 β€” β€” 0.00% $32K 2024-04-15 $3.73

🏒 Other funds also holding REAX

As of 2026 Q1 β€” sorted by position size

PRIVATE CLIENT SERVICES, LLC 0.02% SIGNATUREFD, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and REAX

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning REAX?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported REAX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported REAX position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for REAX was 0.00% in 2025 Q1.

What is the latest reported REAX position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 63,353 shares, equal to 0.00% of portfolio, with an estimated market value of $160K.

What does the chart on this REAX ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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.

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