Position in CBRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,754,764
+$2,211,944 QoQ
Shares Held
42,726
+63.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#304
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, 2026Crestwood Advisors Group, LLC holds $5,754,764 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
|
42,726 | $5,754,764 |
All Filings in CBRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,754,764 | 42,726 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,542,820 | 26,154 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,220,898 | 26,251 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,065,520 | 25,803 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,535,647 | 25,233 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,339,598 | 25,536 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,465,793 | 26,398 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,295,234 | 26,472 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,440,722 | 27,390 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,750,141 | 28,282 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,806,291 | 30,146 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,533,324 | 34,299 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,108,868 | 38,519 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,298,657 | 45,305 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,531,309 | 45,885 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,128,278 | 46,338 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,712,005 | 50,428 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $4,058,362 | 44,344 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,988,204 | 45,970 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,619,342 | 47,446 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,105,266 | 47,886 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,788,261 | 47,886 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $3,043,801 | 48,530 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,805,518 | 59,730 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,786,275 | 61,616 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,403,893 | 90,265 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||