WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1632972 PLYMOUTH, MN

Position in CBRE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,159,728

+$2,750,574 QoQ

Shares Held

68,006

+43.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#10

of 117 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,439,000 across 13 Real Estate Services names. CBRE ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	68,006	$9,159,728
2	CSGP	Costar Group, Inc.	123,138	$3,487,268
3	COMP	Compass, Inc.	144,787	$1,785,223
4	JLL	Jones Lang Lasalle Inc	5,025	$1,557,498
5	OPEN	Opendoor Technologies Inc.	109,470	$505,751
6	NMRK	Newmark Group, Inc.	31,479	$475,647
7	MMI	Marcus & Millichap, Inc.	14,901	$464,464
8	FSV	FirstService Corp	2,529	$359,396

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,159,728	68,006	+43.7%	Shares	Sole	2026-07-15
2026-03-31	$6,409,154	47,314	+82.3%	Shares	Sole	2026-04-08
2025-12-31	$4,173,465	25,956	+6.3%	Shares	Sole	2026-01-08
2025-09-30	$3,846,197	24,411	-2.8%	Shares	Sole	2025-10-29
2025-06-30	$3,517,852	25,106	-91.1%	Shares	Sole	2025-07-10
2025-03-31	$36,776,774	281,211	+1079.3%	Shares	Sole	2025-04-16
2024-12-31	$3,130,610	23,845	+39.8%	Shares	Sole	2025-03-17
2024-09-30	$2,123,006	17,055	+2.0%	Shares	Sole	2024-10-24
2024-06-30	$1,490,008	16,721	+9.8%	Shares	Sole	2024-07-16
2024-03-31	$1,480,381	15,224	+20.7%	Shares	Sole	2024-04-15
2023-12-31	$1,173,771	12,609	-3.0%	Shares	Sole	2024-01-30
2023-09-30	$959,810	12,995	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.