Position in CBRE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$228,114
-$276,605 QoQ
Shares Held
1,684
-46.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026B. Riley Wealth Advisors, Inc. holds $132,311 across 1 Real Estate Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMAX |
RE/MAX Holdings, Inc.
|
13,419 | $132,311 |
All Filings in CBRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,114 | 1,684 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $504,719 | 3,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $503,089 | 3,193 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $428,907 | 3,061 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $334,526 | 2,548 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $397,838 | 3,196 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $305,290 | 3,426 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $385,945 | 3,969 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $252,553 | 2,713 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $293,150 | 3,969 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $221,468 | 2,744 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $236,195 | 3,244 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $221,721 | 2,881 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $247,896 | 3,672 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $256,456 | 3,484 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $303,388 | 3,315 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $759,678 | 7,001 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $622,909 | 6,398 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $337,433 | 3,936 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $310,822 | 3,929 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $478,113 | 7,623 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $417,891 | 8,897 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $375,099 | 8,295 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $334,977 | 8,883 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||