Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,179
+$749 QoQ
Shares Held
83
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#948
of 1,064 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $17,188 across 8 Real Estate Services names. CBRE ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
83 | $11,179 | |
| 2 | CSGP |
Costar Group, Inc.
|
99 | $2,803 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
5 | $1,549 | |
| 4 | NMRK |
Newmark Group, Inc.
|
62 | $936 | |
| 5 | BEKE |
KE Holdings Inc.
|
42 | $610 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
5 | $66 | |
| 7 | COMP |
Compass, Inc.
|
3 | $36 | |
| 8 | OPEN |
Opendoor Technologies Inc.
|
2 | $9 |
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,179 | 83 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,430 | 77 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $11,898 | 74 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $11,659 | 74 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $28,164 | 201 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $8,369 | 64 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $8,402 | 64 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $7,966 | 64 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $39,030 | 438 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $42,591 | 438 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $5,957 | 64 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $4,727 | 64 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $5,165 | 64 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $4,659 | 64 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $4,925 | 64 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $4,995 | 74 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,711 | 64 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $5,857 | 64 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $6,944 | 64 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $6,231 | 64 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,486 | 64 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $5,458 | 69 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,449 | 55 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,643 | 35 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,582 | 35 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,131 | 30 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||