Position in CBRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,042
-$1,235 QoQ
Shares Held
1,604
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#812
of 1,064 holders
Holding Since
Dec 2021
8 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, 2026Circle Wealth Management, LLC holds $216,042 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,604 | $216,042 |
All Filings in CBRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,042 | 1,604 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $217,277 | 1,604 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $257,907 | 1,604 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $251,150 | 1,594 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,351 | 1,594 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $212,125 | 1,622 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,276 | 1,594 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $217,888 | 2,008 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||