REAX Real Brokerage Inc
Executive Summary
A cluster of 5 major institutional investors, including Fidelity, Morgan Stanley, UBS, BofA, and RenTech, all increased their positions in Real Brokerage Inc during Q3 2025, with zero sellers. Aggregate buying totaled $13.9M in net new value, bringing combined holdings to $28.6M. The buying is dominated by mega-passive managers and one quant fund, suggesting a broad-based rebalancing or passive index-driven accumulation rather than a concentrated activist or fundamental value thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $13.9M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | DOUBLED | +388.3% | $656.0K | $511.0K |
| Morgan Stanley | ADD | +84.6% | $10.5M | $4.4M |
| UBS | DOUBLED | +894.6% | $5.4M | $4.8M |
| BofA | ADD | +64.4% | $3.8M | $1.3M |
| RenTech | ADD | +66% | $8.3M | $2.9M |
Actionable Insight
The cluster is dominated by passive/index rebalancing and a quant fund, not active fundamental conviction. The 0% historical win rate on REAX reports at T+20 (-16.5% avg) and the score calibration showing only 31-34% observed up-moves for scores 6-8 suggest this cluster signal has limited predictive power. Monitor for any active manager entry or fundamental catalyst before treating this as a bullish signal.
Key Facts
- 5 institutional buyers, 0 sellers in Q3 2025
- Aggregate net buying of $13.9M, total holdings $28.6M
- Fidelity doubled its position (+388% shares, +$511K)
- UBS nearly 10x'd its position (+895% shares, +$4.8M)
- Morgan Stanley added 84.6% (+$4.4M), RenTech added 66% (+$2.9M)
- All buyers are mega-passive or quant — no active fundamental managers
- Historical performance on REAX reports shows 0% win rate at T+20 with avg -16.5% return
Financial Impact
5 institutions accumulated $13.9M in net new positions, bringing total institutional holdings in the cluster to $28.6M
Risk Factors
- 45-day 13F reporting lag — positions may have already been unwound
- All buyers are passive/quant — no fundamental conviction signal
- Historical REAX reports show consistent negative returns at T+20 regardless of signal direction
- Score calibration shows only ~30% probability of positive T+20 move for this score range
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-REAX-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $1.63 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 4, 2026
8d ago
|
425
| $1.62 awaiting T+5 | awaiting T+5 | — | — |
|
May 29, 2026
14d ago
|
6-K
| $1.82 $1.68 | ▼ −7.69% | ▼ −4.94% | — |
|
May 11, 2026
4w ago
|
425
| $1.90 $1.76 | ▼ −7.37% | ▼ −7.28% | — |
|
May 7, 2026
5w ago
|
425
| $2.04 $1.71 | ▼ −16.18% | ▼ −17.64% | — |
|
May 5, 2026
5w ago
|
425
| $2.09 $1.86 | ▼ −11.00% | ▼ −12.14% | — |
|
Apr 28, 2026
6w ago
|
425
| $2.15 $2.09 | ▼ −2.79% | ▼ −5.90% | — |
|
Apr 27, 2026
6w ago
|
425
| $2.22 $2.07 | ▼ −6.76% | ▼ −8.45% | — |
|
Apr 27, 2026
6w ago
|
425
| $2.22 $2.07 | ▼ −6.76% | ▼ −8.45% | — |
|
Apr 27, 2026
6w ago
|
425
| $2.02 $2.07 | ▲ +2.48% | ▲ +2.08% | — |
US Market Status
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