Position in CBRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$25,725
New position
Shares Held
191
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#901
of 1,064 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,074,325 across 7 Real Estate Services names. CBRE ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
20,026 | $567,136 | |
| 2 | COMP |
Compass, Inc.
|
35,800 | $441,414 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
102 | $31,614 | |
| 4 | CBRE |
Cbre Group, Inc.
This page
|
191 | $25,725 | |
| 5 | NMRK |
Newmark Group, Inc.
|
480 | $7,252 | |
| 6 | RMAX |
RE/MAX Holdings, Inc.
|
85 | $838 | |
| 7 | OPEN |
Opendoor Technologies Inc.
|
75 | $346 |
All Filings in CBRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,725 | 191 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||