Perigon Wealth Management, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in CBRE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$381,038

+$5,679 QoQ

Shares Held

2,829

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#709

of 1,064 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $5,162,928 across 4 Real Estate Services names. CBRE ranks #2 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JLL	Jones Lang Lasalle Inc	14,567	$4,515,041
2	CBRE	Cbre Group, Inc. This page	2,829	$381,038
3	CSGP	Costar Group, Inc.	8,716	$246,837
4	REAX	Real Brokerage Inc	10,996	$20,012

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,038	2,829	+2.1%	Shares	Sole	2026-08-07
2026-03-31	$375,359	2,771	+0.4%	Shares	Sole	2026-04-10
2025-12-31	$443,780	2,760	+0.5%	Shares	Sole	2026-01-16
2025-09-30	$432,817	2,747	+1.7%	Shares	Sole	2025-10-17
2025-06-30	$378,324	2,700	+12.1%	Shares	Sole	2025-07-16
2025-03-31	$315,049	2,409	-5.9%	Shares	Sole	2025-04-23
2024-12-31	$335,971	2,559	+16.6%	Shares	Sole	2025-01-22
2024-09-30	$273,233	2,195	-5.3%	Shares	Sole	2024-10-16
2024-03-31	$225,402	2,318	+41.7%	Shares	Sole	2024-04-29
2020-12-31	$102,609	1,636	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.