Position in CBRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,388,908
+$1,669,484 QoQ
Shares Held
77,132
+19.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#237
of 1,067 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Derivatives in CBRE
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
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 Jun 30, 2026Creative Planning holds $44,083,227 across 15 Real Estate Services names. CBRE ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
77,132 | $10,388,908 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
29,924 | $9,274,943 | |
| 3 | CSGP |
Costar Group, Inc.
|
272,391 | $7,714,112 | |
| 4 | COMP |
Compass, Inc.
|
343,825 | $4,239,361 | |
| 5 | NMRK |
Newmark Group, Inc.
|
220,760 | $3,335,683 | |
| 6 | FSV |
FirstService Corp
|
23,325 | $3,314,715 | |
| 7 | FRPH |
Frp Holdings, Inc.
|
90,468 | $2,260,794 | |
| 8 | MMI |
Marcus & Millichap, Inc.
|
49,329 | $1,537,584 |
All Filings in CBRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,388,908 | 77,132 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,719,424 | 64,369 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,180,096 | 63,313 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,341,540 | 52,942 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,747,058 | 48,152 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,007,379 | 45,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,569,978 | 42,425 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,705,841 | 37,804 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,182,294 | 35,712 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,346,708 | 34,417 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,911,668 | 31,278 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,413,301 | 32,674 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,620,656 | 20,080 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,386,010 | 19,036 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,547,819 | 20,112 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $695,758 | 10,306 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $493,407 | 6,703 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $459,888 | 5,025 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $525,296 | 4,841 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $415,921 | 4,272 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $360,751 | 4,208 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $371,975 | 4,702 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $276,720 | 4,412 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $23,485 | 500 | 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. | ||||||