Position in CBRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,863,239
+$192,240 QoQ
Shares Held
21,258
+7.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 1,064 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $4,214,730 across 3 Real Estate Services names. CBRE ranks #1 (67.9% of the industry book) .
All Filings in CBRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,863,239 | 21,258 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,670,999 | 19,718 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,681,814 | 16,679 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,608,877 | 16,558 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,124,218 | 15,160 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,136,476 | 8,690 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,054,914 | 8,035 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $928,371 | 7,458 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,728 | 6,012 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $499,910 | 5,141 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $462,005 | 4,963 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $323,728 | 4,383 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $280,467 | 3,475 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $246,606 | 3,387 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $237,421 | 3,085 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $267,277 | 3,631 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $456,318 | 4,986 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $571,305 | 5,265 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $435,686 | 4,475 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $322,001 | 3,756 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $287,564 | 3,635 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $291,648 | 4,650 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||