Atria Investments, Inc

Position in CBRE — Cbre Group, Inc.

CIK 1535865 Charlotte, NC

Position in CBRE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,074,372

+$163,642 QoQ

Shares Held

30,250

+4.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#358

of 1,067 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Atria Investments, Inc holds $7,227,169 across 5 Real Estate Services names. CBRE ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	30,250	$4,074,372
2	CSGP	Costar Group, Inc.	61,179	$1,732,589
3	JLL	Jones Lang Lasalle Inc	3,391	$1,051,040
4	CWK	Cushman & Wakefield Ltd.	26,223	$351,125
5	DOUG	Douglas Elliman Inc.	10,194	$18,043

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,074,372	30,250	+4.8%	Shares	Sole	2026-07-28
2026-03-31	$3,910,730	28,870	+4.8%	Shares	Sole	2026-05-05
2025-12-31	$4,429,442	27,548	-7.1%	Shares	Sole	2026-02-05
2025-09-30	$4,671,654	29,650	+8.4%	Shares	Sole	2025-11-06
2025-06-30	$3,834,103	27,363	-5.8%	Shares	Sole	2025-08-04
2025-03-31	$3,799,943	29,056	+0.9%	Shares	Sole	2025-05-06
2024-12-31	$3,780,758	28,797	+3.3%	Shares	Sole	2025-02-06
2024-09-30	$3,470,751	27,882	-7.7%	Shares	Sole	2024-11-01
2024-06-30	$2,691,923	30,209	+1.9%	Shares	Sole	2024-08-13
2024-03-31	$2,882,485	29,643	+61.5%	Shares	Sole	2024-05-21
2023-12-31	$1,708,573	18,354	-31.8%	Shares	Sole	2024-02-14
2023-09-30	$1,987,055	26,903	+2.2%	Shares	Sole	2023-11-07
2023-06-30	$2,124,448	26,322	+24.0%	Shares	Sole	2023-08-04
2023-03-31	$1,545,173	21,222	+14.2%	Shares	Sole	2023-05-10
2022-12-31	$1,429,839	18,579	+18.0%	Shares	Sole	2023-01-31
2022-06-30	$1,158,695	15,741	-5.7%	Shares	Sole	2022-08-11
2022-03-31	$1,528,384	16,700	-7.7%	Shares	Sole	2022-05-02
2021-12-31	$1,963,596	18,096	-3.4%	Shares	Sole	2022-02-04
2021-09-30	$1,824,526	18,740	+7.3%	Shares	Sole	2021-11-16
2021-06-30	$1,497,617	17,469	+3.0%	Shares	Sole	2021-08-10
2021-03-31	$1,342,338	16,968	+70.4%	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.