Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$309,787
-$18,297 QoQ
Shares Held
2,300
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#747
of 1,064 holders
Holding Since
Sep 2024
8 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $409,704 across 3 Real Estate Services names. CBRE ranks #1 (75.6% of the industry book) .
All Filings in CBRE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,787 | 2,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $328,084 | 2,422 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $386,378 | 2,403 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $390,591 | 2,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,460 | 2,337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $239,196 | 1,829 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $225,687 | 1,719 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $222,321 | 1,786 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||