Position in CBRE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,910,730
-$518,712 QoQ
Shares Held
28,870
+4.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Atria Investments, Inc holds $9,523,076 across 7 Real Estate Services names. CBRE ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
28,870 | $3,910,730 | |
| 2 | CSGP |
Costar Group, Inc.
|
81,821 | $3,300,659 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
3,212 | $977,475 | |
| 4 | KW |
Kennedy-Wilson Holdings, Inc.
|
79,876 | $864,258 | |
| 5 | FSV |
FirstService Corp
|
1,751 | $243,283 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
16,156 | $198,072 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
17,439 | $28,599 |
All Filings in CBRE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,910,730 | 28,870 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,429,442 | 27,548 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,671,654 | 29,650 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,834,103 | 27,363 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,799,943 | 29,056 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,780,758 | 28,797 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,470,751 | 27,882 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,691,923 | 30,209 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,882,485 | 29,643 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,708,573 | 18,354 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,987,055 | 26,903 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,124,448 | 26,322 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,545,173 | 21,222 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,429,839 | 18,579 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,158,695 | 15,741 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,528,384 | 16,700 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,963,596 | 18,096 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,824,526 | 18,740 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,497,617 | 17,469 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,342,338 | 16,968 | Shares | Sole | 2021-05-11 | |
| 2020-03-31 | $375,440 | 9,956 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||