Position in CBRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,048,324
+$755,687 QoQ
Shares Held
7,739
+325.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.2455097557824008.ToString("F0")%
Shared 0.ToString("F0")%
None 99.75449024421759.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $1,617,945 across 21 Real Estate Services names. CBRE ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
7,739 | $1,048,324 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
715 | $217,588 | |
| 3 | CSGP |
Costar Group, Inc.
|
3,556 | $143,449 | |
| 4 | BEKE |
KE Holdings Inc.
|
3,230 | $48,353 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
9,825 | $45,981 | |
| 6 | COMP |
Compass, Inc.
|
3,856 | $28,187 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
528 | $14,039 | |
| 8 | FSV |
FirstService Corp
|
97 | $13,477 |
All Filings in CBRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,324 | 7,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $292,637 | 1,820 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $238,073 | 1,511 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $122,464 | 874 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $100,831 | 771 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $83,500 | 636 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $53,775 | 432 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $67,367 | 756 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $40,354 | 415 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $31,929 | 343 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $25,038 | 339 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $23,405 | 290 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $40,700 | 559 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $36,863 | 479 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $80,336 | 1,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,332 | 480 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,589 | 72 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $29,514 | 272 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $18,790 | 193 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,058 | 59 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,667 | 59 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,700 | 59 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,771 | 59 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,667 | 59 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,224 | 59 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||