The cluster is dominated by passive/index rebalancing and a quant fund, not active fundamental conviction. Monitor for any active manager entry or fundamental catalyst before treating this as a bullish signal.
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 |
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
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
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 | ||||
|---|---|---|---|---|---|
Sep 17, 2026 5w ago | 144 | $16.53 $16.43 | ▲ +0.60% | ▲ +1.87% | No price |
Sep 16, 2026 5w ago | 3 | $17.61 $15.48 | ▼ −12.10% | ▼ −12.70% | No price |
Aug 26, 2026 9w ago | EFFECT | $26.59 $18.03 | ▲ +32.19% | ▲ +32.07% | No price |
Aug 6, 2026 11w ago | 425 / 6-K | $1.99 $2.40 | ▲ +20.60% | ▲ +19.39% | No price |
Aug 6, 2026 11w ago | 6-K | $1.99 $2.40 | ▲ +20.60% | ▲ +19.39% | No price |
Jul 14, 2026 15w ago | 425 / 6-K | $2.00 $2.01 | ▲ +0.50% | ▲ +1.80% | No price |
Jul 10, 2026 15w ago | 425 / 6-K | $2.05 $2.18 | ▲ +6.34% | ▲ +6.90% | No price |
Jul 9, 2026 15w ago | 425 | $2.05 $2.18 | ▲ +6.34% | ▲ +6.90% | No price |
Jun 11, 2026 19w ago | Institutional Cluster | $1.59 $1.71 | ▲ +7.55% | ▲ +7.11% | No price |
Jun 4, 2026 20w ago | 425 | $1.68 $1.62 | ▼ −3.57% | ▼ −4.14% | No price |
US Market Status
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