Position in CBRE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,859,395
-$283,040 QoQ
Shares Held
13,805
-12.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#457
of 1,064 holders
Holding Since
Dec 2022
15 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, 2026Sequoia Financial Advisors, LLC holds $6,955,108 across 8 Real Estate Services names. CBRE ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
13,805 | $1,859,395 | |
| 2 | CSGP |
Costar Group, Inc.
|
54,883 | $1,554,286 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
4,739 | $1,468,853 | |
| 4 | CWK |
Cushman & Wakefield Ltd.
|
79,641 | $1,066,392 | |
| 5 | BEKE |
KE Holdings Inc.
|
20,332 | $295,423 | |
| 6 | FRPH |
Frp Holdings, Inc.
|
10,547 | $263,569 | |
| 7 | CIGI |
Colliers International Group Inc.
|
2,424 | $227,346 | |
| 8 | FSV |
FirstService Corp
|
1,547 | $219,844 |
All Filings in CBRE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,395 | 13,805 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,142,435 | 15,816 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,783,918 | 17,314 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,135,253 | 13,552 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,717,310 | 12,256 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,277,589 | 9,769 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,179,771 | 8,986 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $953,641 | 7,661 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $682,493 | 7,659 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $727,257 | 7,479 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $828,501 | 8,900 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $511,258 | 6,922 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $555,042 | 6,877 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $496,709 | 6,822 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $596,593 | 7,752 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||