Newmark Group, Inc.
US ˙ NasdaqGS ˙ US65158N1028

SecurityNMRK / Newmark Group, Inc.
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership264,669 shares
Latest Disclosed Value $ 3,967,390
Robertson Stephens Wealth Management, LLC reports 33.40% decrease in ownership of NMRK / Newmark Group, Inc.

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 264,669 shares of Newmark Group, Inc. (US:NMRK) valued at $3,967,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 397,408 shares of Newmark Group, Inc.. This represents a change in shares of -33.40% during the quarter. The current value of the position is $3,866,814 USD.

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.

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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)
2026-04-28 2026-03-31 13F NEWMARK GROUP CL A 65158N102 264,669 -132,739 -33.40 3,967 -42.43 0.1112
2026-02-02 2025-12-31 13F NEWMARK GROUP CL A 65158N102 397,408 73,239 22.59 6,891 14.00 0.1796
2025-11-12 2025-09-30 13F NEWMARK GROUP CL A 65158N102 324,169 -2,555 -0.78 6,046 52.31 0.1826
2025-07-24 2025-06-30 13F NEWMARK GROUP CL A 65158N102 326,724 2,516 0.78 3,970 0.61 0.1263
2025-04-17 2025-03-31 13F NEWMARK GROUP CL A 65158N102 324,208 5,023 1.57 3,946 -3.50 0.1356
2025-01-27 2024-12-31 13F NEWMARK GROUP CL A 65158N102 319,185 5,186 1.65 4,089 -16.16 0.1448
2024-11-12 2024-09-30 13F NEWMARK GROUP CL A 65158N102 313,999 5,978 1.94 4,876 54.74 0.1767
2024-08-13 2024-06-30 13F NEWMARK GROUP CL A 65158N102 308,021 16,761 5.75 3,151 -2.45 0.1586
2024-05-15 2024-03-31 13F NEWMARK GROUP CL A 65158N102 291,260 4,726 1.65 3,230 2.87 0.1713
2024-02-06 2023-12-31 13F NEWMARK GROUP CL A 65158N102 286,534 404 0.14 3,140 70.74 0.1908
2023-11-13 2023-09-30 13F NEWMARK GROUP CL A 65158N102 286,130 20,879 7.87 1,840 11.52 0.1241
2023-08-11 2023-06-30 13F NEWMARK GROUP CL A 65158N102 265,251 31,795 13.62 1,650 -0.18 0.1167
2023-05-11 2023-03-31 13F NEWMARK GROUP CL A 65158N102 233,456 4,266 1.86 1,653 -9.53 0.1272
2023-02-14 2022-12-31 13F NEWMARK GROUP CL A 65158N102 229,190 12,587 5.81 1,827 4.64 0.1779
2022-11-14 2022-09-30 13F Newmark Group CL A 65158N102 216,603 4,871 2.30 1,745 -14.75 0.1821
2022-08-12 2022-06-30 13F Newmark Group CL A 65158N102 211,732 -340 -0.16 2,047 -39.37 0.1931
2022-05-16 2022-03-31 13F Newmark Group CL A 65158N102 212,072 8,078 3.96 3,376 -11.48 0.2835
2022-02-14 2021-12-31 13F Newmark Group CL A 65158N102 203,994 -10,257 -4.79 3,814 24.44 0.3209
2021-11-10 2021-09-30 13F Newmark Group CL A 65158N102 214,251 6,388 3.07 3,065 22.80 0.3461
2021-08-17 2021-06-30 13F Newmark Group CL A 65158N102 207,863 -59,833 -22.35 2,496 -6.80 0.2997
2021-05-07 2021-03-31 13F Newmark Group CL A 65158N102 267,696 90 0.03 2,678 37.33 0.4284
2021-02-10 2020-12-31 13F Newmark Group CL A 65158N102 267,606 45,234 20.34 1,950 103.13 0.4075
2020-11-10 2020-09-30 13F Newmark Group CL A 65158N102 222,372 13,149 6.28 960 -5.51 0.2359
2020-08-12 2020-06-30 13F Newmark Group CL A 65158N102 209,223 -50,056 -19.31 1,016 -7.80 0.2931
2020-05-01 2020-03-31 13F Newmark Group CL A 65158N102 259,279 259,279 1,102 0.3763
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.