Position in CBRE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$429,137
+$78,937 QoQ
Shares Held
3,168
+45.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $740,701 across 21 Real Estate Services names. CBRE ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
3,168 | $429,137 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
648 | $197,199 | |
| 3 | CSGP |
Costar Group, Inc.
|
1,607 | $64,826 | |
| 4 | NMRK |
Newmark Group, Inc.
|
1,433 | $21,480 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
2,200 | $10,296 | |
| 6 | COMP |
Compass, Inc.
|
844 | $6,169 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
129 | $3,430 | |
| 8 | FSV |
FirstService Corp
|
13 | $1,806 |
All Filings in CBRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,137 | 3,168 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $350,200 | 2,178 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $328,670 | 2,086 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $150,348 | 1,073 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $156,412 | 1,196 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $157,941 | 1,203 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $137,301 | 1,103 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $93,209 | 1,046 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $78,764 | 810 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $108,636 | 1,167 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $72,752 | 985 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $79,499 | 985 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $72,810 | 1,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $94,199 | 1,224 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $120,572 | 1,786 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $99,962 | 1,358 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $124,284 | 1,358 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $83,986 | 774 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $71,072 | 730 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $61,982 | 723 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $53,636 | 678 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $58,078 | 926 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $45,748 | 974 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $46,124 | 1,020 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $39,520 | 1,048 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||