Creative Planning

Position in CBRE — Cbre Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Back to CBRE Full portfolio

Position in CBRE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$8,719,424

-$1,460,672 QoQ

Shares Held

64,369

+1.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 1.2676909692553868.ToString("F0")% Shared 0.ToString("F0")% None 98.73230903074462.ToString("F0")%

Common Shares in CBRE Over Time

Shares Held

Position Value (USD)

Derivatives in CBRE

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$23,485

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Real Estate Services

Real Estate · as of Mar 31, 2026

Creative Planning holds $35,220,048 across 16 Real Estate Services names. CBRE ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JLL	Jones Lang Lasalle Inc	29,406	$8,948,833
2	CBRE	Cbre Group, Inc. This page	64,369	$8,719,424
3	CSGP	Costar Group, Inc.	97,231	$3,922,298
4	NMRK	Newmark Group, Inc.	205,236	$3,076,487
5	COMP	Compass, Inc.	282,856	$2,067,677
6	KW	Kennedy-Wilson Holdings, Inc.	152,713	$1,652,354
7	FRPH	Frp Holdings, Inc.	74,531	$1,630,738
8	FSV	FirstService Corp	11,258	$1,564,186

All Filings in CBRE

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,719,424	64,369	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$10,180,096	63,313	+19.6%	Shares	Defined	2026-02-17
2025-09-30	$8,341,540	52,942	+9.9%	Shares	Defined	2025-11-14
2025-06-30	$6,747,058	48,152	+4.8%	Shares	Defined	2025-08-08
2025-03-31	$6,007,379	45,935	+8.3%	Shares	Sole	2025-05-15
2024-12-31	$5,569,978	42,425	+12.2%	Shares	Defined	2025-02-14
2024-09-30	$4,705,841	37,804	+5.9%	Shares	Defined	2024-10-11
2024-06-30	$3,182,294	35,712	+3.8%	Shares	Defined	2024-08-15
2024-03-31	$3,346,708	34,417	+10.0%	Shares	Defined	2024-05-13
2023-12-31	$2,911,668	31,278	-4.3%	Shares	Defined	2024-02-14
2023-09-30	$2,413,301	32,674	+62.7%	Shares	Defined	2023-11-16
2023-06-30	$1,620,656	20,080	+5.5%	Shares	Sole	2023-07-21
2023-03-31	$1,386,010	19,036	-5.4%	Shares	Sole	2023-05-15
2022-12-31	$1,547,819	20,112	+95.1%	Shares	Sole	2023-02-10
2022-09-30	$695,758	10,306	+53.8%	Shares	Sole	2022-11-03
2022-06-30	$493,407	6,703	+33.4%	Shares	Sole	2022-08-15
2022-03-31	$459,888	5,025	+3.8%	Shares	Sole	2022-05-16
2021-12-31	$525,296	4,841	+13.3%	Shares	Sole	2022-02-11
2021-09-30	$415,921	4,272	+1.5%	Shares	Sole	2021-11-10
2021-06-30	$360,751	4,208	-10.5%	Shares	Sole	2021-08-04
2021-03-31	$371,975	4,702	+6.6%	Shares	Sole	2021-04-30
2020-12-31	$276,720	4,412	+782.4%	Shares	Sole	2021-01-29
2020-09-30	$23,485	500	-88.5%	Put	Sole	2020-11-05
2020-09-30	$204,554	4,355	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.