Position in CBRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$535,258
-$1,321,627 QoQ
Shares Held
3,974
-71.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#649
of 1,064 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,167,350 across 8 Real Estate Services names. CBRE ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
1,949 | $604,092 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
3,974 | $535,258 | |
| 3 | CSGP |
Costar Group, Inc.
|
407 | $11,526 | |
| 4 | FSV |
FirstService Corp
|
78 | $11,084 | |
| 5 | CIGI |
Colliers International Group Inc.
|
35 | $3,282 | |
| 6 | COMP |
Compass, Inc.
|
75 | $924 | |
| 7 | NMRK |
Newmark Group, Inc.
|
47 | $710 | |
| 8 | FRPH |
Frp Holdings, Inc.
|
19 | $474 |
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,258 | 3,974 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,856,885 | 13,708 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,350,749 | 14,620 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,278,317 | 14,460 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,807,968 | 12,903 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,665,352 | 12,734 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $424,460 | 3,233 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $360,369 | 2,895 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $194,794 | 2,186 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $206,732 | 2,126 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $404,662 | 4,347 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $302,752 | 4,099 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $272,476 | 3,376 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $282,429 | 3,879 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $134,680 | 1,750 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $117,467 | 1,740 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $111,887 | 1,520 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $113,667 | 1,242 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $67,167 | 619 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $74,577 | 766 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $64,554 | 753 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $60,914 | 770 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $48,106 | 767 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $34,241 | 729 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $29,031 | 642 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $23,304 | 618 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||