Position in CBRE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,052,810
+$50 QoQ
Shares Held
15,241
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#441
of 1,067 holders
Holding Since
Jun 2023
13 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,015,322 across 6 Real Estate Services names. CBRE ranks #2 (22.8% of the industry book) .
All Filings in CBRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,810 | 15,241 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,052,760 | 15,154 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,273,088 | 14,137 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,344,807 | 14,882 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,403,862 | 10,019 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,330,032 | 10,170 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,270,887 | 9,680 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,182,062 | 9,496 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $763,316 | 8,566 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $826,831 | 8,503 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $778,884 | 8,367 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $283,991 | 3,845 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $369,167 | 4,574 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||