Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$26,517,093
-$941,867 QoQ
Shares Held
196,875
-2.9% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#134
of 1,064 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Florida Trust Wealth Management Co holds $26,860,517 across 2 Real Estate Services names. CBRE ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
196,875 | $26,517,093 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
1,108 | $343,424 |
All Filings in CBRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,517,093 | 196,875 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $27,458,960 | 202,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,907,602 | 204,662 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $33,026,466 | 209,612 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $29,493,438 | 210,487 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,841,492 | 212,888 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $28,544,152 | 217,413 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $27,619,746 | 221,881 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $20,571,399 | 230,854 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $23,673,271 | 243,452 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $23,472,829 | 252,152 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||