Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$683,147
+$131,690 QoQ
Shares Held
5,072
+24.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#603
of 1,064 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $1,007,269 across 2 Real Estate Services names. CBRE ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
5,072 | $683,147 | |
| 2 | CSGP |
Costar Group, Inc.
|
11,445 | $324,122 |
All Filings in CBRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,147 | 5,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $551,457 | 4,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $494,750 | 3,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $544,527 | 3,456 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $495,043 | 3,533 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $483,231 | 3,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $474,087 | 3,611 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,531 | 2,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,546 | 2,576 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $256,031 | 2,633 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $264,187 | 2,838 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||