Position in CBRE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$254,833
-$62,414 QoQ
Shares Held
1,892
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#780
of 1,064 holders
Holding Since
Mar 2020
15 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, 2026Obermeyer Wealth Partners holds $254,833 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
|
1,892 | $254,833 |
All Filings in CBRE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,833 | 1,892 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $317,247 | 2,342 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $399,402 | 2,484 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $389,015 | 2,469 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $340,771 | 2,432 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $309,425 | 2,366 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $310,632 | 2,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $294,519 | 2,366 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $210,834 | 2,366 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $230,069 | 2,366 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,250 | 2,366 | Shares | Sole | 2024-01-31 | |
| 2022-03-31 | $231,545 | 2,530 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $297,859 | 2,745 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $267,253 | 2,745 | Shares | Sole | 2021-10-19 | |
| 2020-03-31 | $224,563 | 5,955 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||