Position in CBRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,390,388
+$2,136,510 QoQ
Shares Held
158,812
+11.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#155
of 1,064 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $60,278,852 across 6 Real Estate Services names. CBRE ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
936,775 | $26,529,468 | |
| 2 | CBRE |
Cbre Group, Inc.
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|
158,812 | $21,390,388 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
19,601 | $6,075,329 | |
| 4 | COMP |
Compass, Inc.
|
452,450 | $5,578,708 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
100,894 | $466,130 | |
| 6 | AGNT |
AGNT, Inc.
|
44,146 | $238,829 |
All Filings in CBRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,390,388 | 158,812 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,253,878 | 142,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,083,059 | 137,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,699,633 | 17,134 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,678,674 | 19,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,376,739 | 25,820 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,033,849 | 23,108 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $2,608,976 | 20,959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $432,718 | 4,856 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $469,183 | 4,825 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $444,784 | 4,778 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||