Position in CBRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$599,235
+$24,072 QoQ
Shares Held
4,449
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#625
of 1,064 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,144,727 across 3 Real Estate Services names. CBRE ranks #1 (52.3% of the industry book) .
All Filings in CBRE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,235 | 4,449 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $575,163 | 4,246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $584,632 | 3,636 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $542,965 | 3,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $430,658 | 3,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $393,607 | 2,998 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $383,273 | 3,079 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $272,943 | 3,063 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $283,065 | 2,911 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $270,426 | 2,905 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $326,239 | 4,417 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $338,425 | 25,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,427,076 | 19,600 | Shares | Sole | 2023-06-05 | |
| 2022-06-30 | $250,200 | 3,399 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $312,906 | 3,419 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $380,978 | 3,511 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $286,252 | 3,339 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $213,676 | 2,701 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $203,651 | 3,247 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||