Position in CBRE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$271,669
-$26,478 QoQ
Shares Held
2,017
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#144
of 265 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $312,636 across 6 Real Estate Services names. CBRE ranks #1 (86.9% of the industry book) .
All Filings in CBRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,669 | 2,017 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $298,147 | 2,201 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $460,663 | 2,865 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $545,472 | 3,462 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $486,370 | 6,680 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $504,088 | 6,550 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $430,443 | 6,376 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $390,942 | 5,311 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $401,040 | 4,382 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $459,322 | 4,233 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $365,197 | 3,751 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $285,909 | 3,335 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $229,023 | 2,895 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||