Position in CBRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,097
+$117 QoQ
Shares Held
23
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,005
of 1,064 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $7,991 across 6 Real Estate Services names. CBRE ranks #1 (38.8% of the industry book) .
All Filings in CBRE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097 | 23 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,980 | 22 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,537 | 22 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,466 | 22 | Shares | Sole | 2025-11-05 | |
| 2024-09-30 | $112,405 | 903 | Shares | Sole | 2024-10-30 | |
| 2022-12-31 | $8,773 | 114 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,493 | 111 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $2,379 | 26 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $49,155 | 453 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,531 | 26 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,228 | 26 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,056 | 26 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $32,677 | 521 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $23,250 | 495 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,383 | 495 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||