Position in CBRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,052,760
-$220,328 QoQ
Shares Held
15,154
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,756,632 across 7 Real Estate Services names. CBRE ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
55,121 | $7,658,511 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
15,154 | $2,052,760 | |
| 3 | CSGP |
Costar Group, Inc.
|
10,563 | $426,111 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
1,293 | $393,485 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
10,441 | $128,006 | |
| 6 | AGNT |
AGNT, Inc.
|
12,092 | $72,431 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
15,444 | $25,328 |
All Filings in CBRE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||