MISSION WEALTH MANAGEMENT, LP

Position in CBRE — Cbre Group, Inc.

CIK 1645382 Santa Barbara, CA

Position in CBRE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$682,204

+$378,232 QoQ

Shares Held

5,065

+125.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#604

of 1,064 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $745,276 across 2 Real Estate Services names. CBRE ranks #1 (91.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CBRE	Cbre Group, Inc. This page	5,065	$682,204
2	OPEN	Opendoor Technologies Inc.	13,652	$63,072

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$682,204	5,065	+125.7%	Shares	Sole	2026-07-20
2026-03-31	$303,972	2,244	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$361,777	2,250	+0.0%	Shares	Sole	2026-02-05
2025-09-30	$354,352	2,249	+2.3%	Shares	Sole	2025-11-04
2025-06-30	$308,123	2,199	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$287,716	2,200	-0.5%	Shares	Sole	2025-04-17
2024-12-31	$290,413	2,212	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$279,955	2,249	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$200,141	2,246	+3.7%	Shares	Sole	2024-08-05
2024-03-31	$210,524	2,165	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$201,167	2,161	-23.8%	Shares	Sole	2024-02-05
2022-12-31	$218,335	2,837	+40.6%	Shares	Sole	2023-02-02
2021-12-31	$218,973	2,018	-26.2%	Shares	Sole	2022-02-11
2021-09-30	$266,376	2,736	+3.6%	Shares	Sole	2021-11-05
2021-06-30	$226,498	2,642	+0.3%	Shares	Sole	2021-08-10
2021-03-31	$208,454	2,635	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.