Heritage Wealth Advisors

Position in CBRE — Cbre Group, Inc.

CIK 1591122 RICHMOND, VA

Position in CBRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$64,920

-$371 QoQ

Shares Held

482

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#869

of 1,064 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $74,068 across 4 Real Estate Services names. CBRE ranks #1 (87.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	482	$64,920
2	JLL	Jones Lang Lasalle Inc	18	$5,579
3	CSGP	Costar Group, Inc.	76	$2,152
4	COMP	Compass, Inc.	115	$1,417

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,920	482	0.0%	Shares	Sole	2026-08-14
2026-03-31	$65,291	482	-81.7%	Shares	Sole	2026-05-14
2025-12-31	$424,003	2,637	0.0%	Shares	Sole	2026-02-13
2025-09-30	$415,485	2,637	0.0%	Shares	Sole	2025-11-13
2025-06-30	$369,496	2,637	0.0%	Shares	Sole	2025-08-11
2025-03-31	$344,866	2,637	0.0%	Shares	Sole	2025-05-08
2024-12-31	$346,211	2,637	-1.6%	Shares	Sole	2025-02-12
2024-09-30	$333,606	2,680	-6.6%	Shares	Sole	2024-11-12
2024-06-30	$255,745	2,870	0.0%	Shares	Sole	2024-12-12
2024-03-31	$279,078	2,870	0.0%	Shares	Sole	2024-12-12
2023-12-31	$267,168	2,870	0.0%	Shares	Sole	2024-12-12
2023-09-30	$211,978	2,870	0.0%	Shares	Sole	2024-12-12
2023-06-30	$231,637	2,870	-1.0%	Shares	Sole	2024-12-12
2023-03-31	$211,149	2,900	+2.6%	Shares	Sole	2023-05-04
2022-12-31	$217,565	2,827	+31.2%	Shares	Sole	2024-12-12
2022-09-30	$145,484	2,155	0.0%	Shares	Sole	2024-12-12
2022-06-30	$158,629	2,155	0.0%	Shares	Sole	2022-08-04
2022-03-31	$197,225	2,155	0.0%	Shares	Sole	2022-05-11
2021-12-31	$233,839	2,155	0.0%	Shares	Sole	2022-03-28
2021-09-30	$209,810	2,155	0.0%	Shares	Sole	2021-11-02
2021-06-30	$184,748	2,155	0.0%	Shares	Sole	2021-08-09
2021-03-31	$170,482	2,155	0.0%	Shares	Sole	2021-04-27
2020-12-31	$135,161	2,155	0.0%	Shares	Sole	2021-02-01
2020-09-30	$101,220	2,155	0.0%	Shares	Sole	2020-11-03
2020-06-30	$97,449	2,155	0.0%	Shares	Sole	2020-07-17
2020-03-31	$81,265	2,155	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.