Proficio Capital Partners LLC

Position in CBRE — Cbre Group, Inc.

CIK 1654175 NEWTON, MA

Position in CBRE

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$552,363

+$118,272 QoQ

Shares Held

4,101

+32.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#639

of 1,064 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Proficio Capital Partners LLC holds $608,929 across 2 Real Estate Services names. CBRE ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CBRE	Cbre Group, Inc. This page	4,101	$552,363
2	AGNT	AGNT, Inc.	10,456	$56,566

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,363	4,101	+32.4%	Shares	Sole	2026-08-17
2025-06-30	$434,091	3,098	-4.8%	Shares	Sole	2025-08-07
2025-03-31	$425,427	3,253	+5.4%	Shares	Sole	2025-05-06
2024-12-31	$405,029	3,085	+4.7%	Shares	Sole	2025-02-06
2024-06-30	$262,518	2,946	-5.8%	Shares	Sole	2024-07-25
2024-03-31	$303,972	3,126	+14.1%	Shares	Sole	2024-05-02
2023-12-31	$254,973	2,739	+5.4%	Shares	Sole	2024-02-13
2023-06-30	$209,684	2,598	-21.0%	Shares	Sole	2023-08-14
2023-03-31	$239,544	3,290	+2.2%	Shares	Sole	2023-04-21
2022-12-31	$247,811	3,220	-0.1%	Shares	Sole	2023-01-30
2022-09-30	$217,652	3,224	-0.6%	Shares	Sole	2022-10-11
2022-06-30	$238,717	3,243	+4.6%	Shares	Sole	2022-08-15
2022-03-31	$283,803	3,101	+28.1%	Shares	Sole	2022-05-13
2021-12-31	$262,594	2,420	+4.4%	Shares	Sole	2022-02-11
2021-09-30	$225,583	2,317	-9.7%	Shares	Sole	2021-11-15
2021-06-30	$219,983	2,566	+0.6%	Shares	Sole	2021-08-16
2021-03-31	$201,730	2,550	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.