Position in CBRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,706,534
+$286,034 QoQ
Shares Held
27,519
+9.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#370
of 1,063 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $4,524,727 across 2 Real Estate Services names. CBRE ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
27,519 | $3,706,534 | |
| 2 | CSGP |
Costar Group, Inc.
|
28,891 | $818,193 |
All Filings in CBRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,706,534 | 27,519 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,420,500 | 25,251 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,739,975 | 23,260 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,606,863 | 22,892 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,223,880 | 23,008 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,781,167 | 21,266 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,729,781 | 20,792 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,782,252 | 22,351 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,028,856 | 22,768 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,272,012 | 23,365 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,208,839 | 23,728 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,684,155 | 22,802 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,822,673 | 22,583 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,651,112 | 22,677 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,470,551 | 19,108 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,293,221 | 19,156 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,421,482 | 19,311 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,771,918 | 19,361 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,100,862 | 19,361 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,887,420 | 19,386 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,691,967 | 19,736 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,563,292 | 19,761 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $974,480 | 15,537 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $787,311 | 16,762 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $806,046 | 17,825 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $883,319 | 23,424 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||