Position in CBRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$108,556,099
-$4,694,150 QoQ
Shares Held
805,970
-3.6% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#62
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $250,258,979 across 14 Real Estate Services names. CBRE ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
805,970 | $108,556,099 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
163,071 | $50,543,856 | |
| 3 | CSGP |
Costar Group, Inc.
|
1,535,584 | $43,487,738 | |
| 4 | FSV |
FirstService Corp
|
129,041 | $18,338,016 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
1,200,344 | $16,072,606 | |
| 6 | MMI |
Marcus & Millichap, Inc.
|
178,899 | $5,576,281 | |
| 7 | BEKE |
KE Holdings Inc.
|
327,478 | $4,758,255 | |
| 8 | NMRK |
Newmark Group, Inc.
|
98,985 | $1,495,663 |
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,556,099 | 805,970 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $113,250,249 | 836,042 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $130,420,627 | 811,124 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $133,069,031 | 844,561 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $115,610,209 | 825,080 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $113,519,263 | 868,017 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $123,575,268 | 941,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $100,930,375 | 810,816 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $73,553,087 | 825,419 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $82,337,289 | 846,743 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $82,684,585 | 888,222 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,633,723 | 848,006 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,052,489 | 855,563 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $87,460,245 | 1,201,212 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $62,024,603 | 805,933 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $52,478,628 | 777,346 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $61,007,011 | 828,787 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $80,240,617 | 876,755 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $97,933,747 | 902,532 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $84,386,098 | 866,743 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $75,055,586 | 875,488 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $73,043,212 | 923,312 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $36,925,772 | 588,740 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $27,878,949 | 593,548 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,221,319 | 557,747 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $17,020,861 | 451,362 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||