Transamerica Financial Advisors, LLC
Position in CBRE — Cbre Group, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in CBRE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$31,113
-$2,616 QoQ
Shares Held
231
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#891
of 1,063 holders
Holding Since
Jun 2022
17 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, 2026Transamerica Financial Advisors, LLC holds $183,721 across 9 Real Estate Services names. CBRE ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
290 | $89,885 | |
| 2 | CSGP |
Costar Group, Inc.
|
1,156 | $32,737 | |
| 3 | CBRE |
Cbre Group, Inc.
This page
|
231 | $31,113 | |
| 4 | CWK |
Cushman & Wakefield Ltd.
|
2,096 | $28,065 | |
| 5 | NMRK |
Newmark Group, Inc.
|
72 | $1,087 | |
| 6 | RMAX |
RE/MAX Holdings, Inc.
|
44 | $433 | |
| 7 | COMP |
Compass, Inc.
|
22 | $271 | |
| 8 | SEG |
Seaport Entertainment Group Inc.
|
3 | $79 |
All Filings in CBRE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,113 | 231 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $33,729 | 249 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,832 | 142 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,235 | 84 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $280 | 2 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 2 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 2 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 2 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $44,376 | 498 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $48,425 | 498 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $225,184 | 2,419 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $227,488 | 3,080 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,850 | 3,170 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $231,972 | 3,186 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,025 | 2,781 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $194,766 | 2,885 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $214,205 | 2,910 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||