Merit Financial Group, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1621225 ALPHARETTA, GA

Position in CBRE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,979,938

+$560,457 QoQ

Shares Held

14,700

+40.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#445

of 1,064 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Merit Financial Group, LLC holds $3,736,343 across 6 Real Estate Services names. CBRE ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	14,700	$1,979,938
2	CSGP	Costar Group, Inc.	39,432	$1,116,710
3	JLL	Jones Lang Lasalle Inc	909	$281,740
4	COMP	Compass, Inc.	16,384	$202,012
5	IHS	IHS Holding Ltd	14,231	$117,262
6	REAX	Real Brokerage Inc	2,125	$38,681

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,979,938	14,700	+40.3%	Shares	Other	2026-07-20
2026-03-31	$1,419,481	10,479	+3.8%	Shares	Other	2026-04-15
2025-12-31	$1,623,332	10,096	-2.4%	Shares	Other	2026-01-26
2025-06-30	$1,449,541	10,345	+190.7%	Shares	Sole	2025-07-22
2025-03-31	$465,446	3,559	+82.5%	Shares	Sole	2025-04-09
2024-12-31	$256,015	1,950	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.