Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,402,465
+$138,387 QoQ
Shares Held
17,837
+6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#421
of 1,064 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, 2026American Trust Investment Advisors, LLC holds $2,402,465 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
17,837 | $2,402,465 |
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,465 | 17,837 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,264,078 | 16,714 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,539,517 | 15,794 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,481,412 | 15,749 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,848,115 | 27,463 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,169,920 | 31,885 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,294,758 | 32,712 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,005,766 | 32,180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,772,212 | 31,110 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,919,047 | 30,019 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,825,653 | 30,354 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,256,127 | 30,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,360,444 | 29,246 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,073,337 | 28,476 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,128,405 | 27,656 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,824,187 | 27,021 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,955,670 | 26,568 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,358,012 | 25,765 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,842,962 | 26,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,556,673 | 26,260 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,255,127 | 26,305 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,077,428 | 26,260 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,450,533 | 39,071 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,829,998 | 38,961 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,536,972 | 78,217 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,827,948 | 74,992 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||