Position in CBRE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$22,223
-$669 QoQ
Shares Held
165
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#911
of 1,064 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $50,251 across 8 Real Estate Services names. CBRE ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
165 | $22,223 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
64 | $19,836 | |
| 3 | CWK |
Cushman & Wakefield Ltd.
|
275 | $3,682 | |
| 4 | NMRK |
Newmark Group, Inc.
|
102 | $1,541 | |
| 5 | COMP |
Compass, Inc.
|
122 | $1,504 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
241 | $1,113 | |
| 7 | AGNT |
AGNT, Inc.
|
60 | $324 | |
| 8 | CSGP |
Costar Group, Inc.
|
1 | $28 |
All Filings in CBRE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,223 | 165 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $22,892 | 169 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $27,173 | 169 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,010 | 127 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,795 | 127 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,085 | 123 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,360 | 117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,315 | 115 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,891 | 111 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,793 | 111 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,146 | 109 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,050 | 109 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,797 | 109 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,936 | 109 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $9,081 | 118 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,696 | 114 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $8,391 | 114 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,765 | 63 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,123 | 38 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||