Sendero Wealth Management, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1639375 SAN ANTONIO, TX

Position in CBRE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,971,738

-$81,089 QoQ

Shares Held

29,488

-1.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#361

of 1,064 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Real Estate · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $3,971,738 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CBRE	Cbre Group, Inc. This page	29,488	$3,971,738

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,971,738	29,488	-1.4%	Shares	Other	2026-08-04
2026-03-31	$4,052,827	29,919	-14.6%	Shares	Sole	2026-04-22
2025-12-31	$5,633,277	35,035	-8.2%	Shares	Sole	2026-01-13
2025-09-30	$6,013,434	38,166	-25.6%	Shares	Other	2025-10-08
2025-06-30	$7,183,531	51,267	-1.2%	Shares	Sole	2025-07-31
2025-03-31	$6,784,211	51,875	-6.5%	Shares	Sole	2025-04-10
2024-12-31	$7,281,079	55,458	-28.7%	Shares	Other	2025-01-14
2024-09-30	$9,686,535	77,816	-7.0%	Shares	Sole	2024-10-09
2024-06-30	$7,452,981	83,638	+3.1%	Shares	Other	2024-07-12
2024-03-31	$7,891,609	81,156	+8.6%	Shares	Other	2024-04-16
2023-12-31	$6,956,614	74,730	+6.1%	Shares	Other	2024-01-17
2023-09-30	$5,202,698	70,440	+11.8%	Shares	Sole	2023-10-10
2023-06-30	$5,086,263	63,019	+40.2%	Shares	Other	2023-07-20
2023-03-31	$3,273,610	44,961	+30.8%	Shares	Other	2023-04-27
2022-12-31	$2,645,730	34,378	+93.2%	Shares	Other	2023-02-01
2022-09-30	$1,201,205	17,793	+418.3%	Shares	Other	2022-10-27
2022-06-30	$252,703	3,433	0.0%	Shares	Other	2022-08-09
2022-03-31	$314,188	3,433	0.0%	Shares	Other	2022-05-06
2021-12-31	$372,514	3,433	—	Shares	Other	2022-02-15
No filing history on record for this holder in this stock.