CoStar Group, Inc.
MX ˙ BMV ˙ US22160N1090
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityMX:CSGP / CoStar Group, Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership21,141 shares
Latest Disclosed Value $ 852,828
Institute for Wealth Management, LLC. reports 35.03% increase in ownership of CSGP / CoStar Group, Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 21,141 shares of CoStar Group, Inc. (MX:CSGP) valued at $852,828 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 15,656 shares of CoStar Group, Inc.. This represents a change in shares of 35.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F COSTAR GROUP COM 22160N109 21,141 5,485 35.03 853 -19.01 0.0909
2026-01-27 2025-12-31 13F COSTAR GROUP COM 22160N109 15,656 -611 -3.76 1,053 -23.32 0.1115
2025-10-17 2025-09-30 13F COSTAR GROUP COM 22160N109 16,267 -450 -2.69 1,372 2.08 0.1429
2025-07-18 2025-06-30 13F COSTAR GROUP COM 22160N109 16,717 -800 -4.57 1,344 -3.10 0.1499
2025-04-21 2025-03-31 13F COSTAR GROUP COM 22160N109 17,517 -30 -0.17 1,388 10.43 0.1781
2025-01-23 2024-12-31 13F COSTAR GROUP COM 22160N109 17,547 -5,106 -22.54 1,256 -26.46 0.1574
2024-11-12 2024-09-30 13F COSTAR GROUP COM 22160N109 22,653 2,174 10.62 1,709 12.52 0.2157
2024-07-25 2024-06-30 13F COSTAR GROUP COM 22160N109 20,479 1,260 6.56 1,518 -18.21 0.2035
2024-04-30 2024-03-31 13F COSTAR GROUP COM 22160N109 19,219 -182 -0.94 1,857 9.50 0.2393
2024-01-31 2023-12-31 13F COSTAR GROUP COM 22160N109 19,401 735 3.94 1,695 18.12 0.2751
2023-10-13 2023-09-30 13F COSTAR GROUP COM 22160N109 18,666 -494 -2.58 1,435 -15.84 0.2588
2023-07-25 2023-06-30 13F COSTAR GROUP COM 22160N109 19,160 559 3.01 1,705 33.20 0.2876
2023-04-20 2023-03-31 13F COSTAR GROUP COM 22160N109 18,601 -453 -2.38 1,281 -13.04 0.2446
2023-02-02 2022-12-31 13F COSTAR GROUP COM 22160N109 19,054 -267 -1.38 1,472 9.36 0.3095
2022-10-18 2022-09-30 13F COSTAR GROUP COM 22160N109 19,321 400 2.11 1,346 17.76 0.3020
2022-07-25 2022-06-30 13F COSTAR GROUP COM 22160N109 18,921 -30 -0.16 1,143 -9.43 0.2244
2022-04-29 2022-03-31 13F COSTAR GROUP COM 22160N109 18,951 -32 -0.17 1,262 -15.87 0.2042
2022-01-21 2021-12-31 13F COSTAR GROUP COM 22160N109 18,983 -13 -0.07 1,500 -8.26 0.2444
2021-11-15 2021-09-30 13F COSTAR GROUP COM 22160N109 18,996 -77 -0.40 1,635 3.48 0.2870
2021-07-21 2021-06-30 13F COSTAR GROUP COM 22160N109 19,073 17,133 883.14 1,580 -0.94 0.2774
2021-05-04 2021-03-31 13F COSTAR GROUP COM 22160N109 1,940 -30 -1.52 1,595 -12.41 0.3033
2021-02-01 2020-12-31 13F COSTAR GROUP COM 22160N109 1,970 -69 -3.38 1,821 5.26 0.3620
2020-11-03 2020-09-30 13F COSTAR GROUP COM 22160N109 2,039 54 2.72 1,730 22.70 0.3949
2020-07-30 2020-06-30 13F COSTAR GROUP COM 22160N109 1,985 8 0.40 1,410 21.45 0.3452
2020-04-29 2020-03-31 13F COSTAR GROUP COM 22160N109 1,977 -38 -1.89 1,161 -3.65 0.3580
2020-02-27 2019-12-31 13F/A-1 COSTAR GROUP COM 22160N109 2,015 6 0.30 1,205 1.09 0.2721
2020-01-27 2019-12-31 13F COSTAR GROUP COM 22160N109 1,205 -804 1,205 279,825.1847
2019-10-28 2019-09-30 13F COSTAR GROUP COM 22160N109 2,009 -64 -3.09 1,192 3.83 0.3005
2019-08-02 2019-06-30 13F COSTAR GROUP COM 22160N109 2,073 116 5.93 1,148 25.74 0.2541
2019-05-15 2019-03-31 13F COSTAR GROUP COM 22160N109 1,957 134 7.35 913 48.46 0.1985
2019-02-08 2018-12-31 13F COSTAR GROUP COM 22160N109 1,823 1,823 615 0.2524
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.