Position in CBRE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$963,706
+$296,972 QoQ
Shares Held
7,155
+45.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#560
of 1,064 holders
Holding Since
Mar 2020
23 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, 2026Avior Wealth Management, LLC holds $1,586,085 across 2 Real Estate Services names. CBRE ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
7,155 | $963,706 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
2,008 | $622,379 |
All Filings in CBRE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,706 | 7,155 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $666,734 | 4,922 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $671,459 | 4,176 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $705,396 | 4,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $903,213 | 6,446 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $61,074 | 467 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $662,620 | 5,047 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,039,283 | 8,349 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $894,218 | 10,035 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $917,945 | 9,440 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $754,029 | 8,100 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $731,214 | 9,900 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $677,964 | 8,400 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $611,604 | 8,400 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $646,464 | 8,400 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $438,815 | 6,500 | Shares | Other | 2022-10-26 | |
| 2021-09-30 | $293,540 | 3,015 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $412,789 | 4,815 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $285,982 | 3,615 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $312,345 | 4,980 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $366,366 | 7,800 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $434,112 | 9,600 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $363,524 | 9,640 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||