Position in CBRE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,630,052
-$2,498,055 QoQ
Shares Held
115,385
+2.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25.24504918316939.ToString("F0")%
Shared 0.ToString("F0")%
None 74.75495081683061.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $51,955,251 across 18 Real Estate Services names. CBRE ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
115,385 | $15,630,052 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,076,318 | $9,717,168 | |
| 3 | COMP |
Compass, Inc.
|
956,746 | $6,993,813 | |
| 4 | CSGP |
Costar Group, Inc.
|
118,841 | $4,794,045 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
15,184 | $4,620,794 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
241,340 | $2,611,298 | |
| 7 | NMRK |
Newmark Group, Inc.
|
114,573 | $1,717,449 | |
| 8 | FSV |
FirstService Corp
|
8,983 | $1,248,098 |
All Filings in CBRE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,630,052 | 115,385 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,128,107 | 112,744 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,399,823 | 110,433 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,501,792 | 117,769 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,005,211 | 91,797 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,172,313 | 69,863 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,143,015 | 41,316 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,519,132 | 39,492 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,821,045 | 39,295 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,691,483 | 39,655 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,702,168 | 36,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,059,151 | 37,903 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,577,838 | 35,405 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,657,736 | 34,534 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,418,950 | 35,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,640,169 | 35,867 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,378,003 | 36,910 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,034,293 | 37,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,396,403 | 34,885 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,634,013 | 19,060 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,454,516 | 18,386 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,068,435 | 17,035 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $773,924 | 16,477 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $806,453 | 17,834 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $723,843 | 19,195 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||