Position in CBRE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$463,198
-$44,640 QoQ
Shares Held
3,439
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#672
of 1,064 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Venturi Wealth Management, LLC holds $628,941 across 2 Real Estate Services names. CBRE ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
3,439 | $463,198 | |
| 2 | BEKE |
KE Holdings Inc.
|
11,407 | $165,743 |
All Filings in CBRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,198 | 3,439 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $507,838 | 3,749 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $511,955 | 3,184 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $504,664 | 3,203 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $443,619 | 3,166 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $385,277 | 2,946 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $366,824 | 2,794 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,766 | 207 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,395 | 184 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,166 | 12 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $1,117 | 12 | Shares | Other | 2024-01-23 | |
| 2023-06-30 | $484 | 6 | Shares | Other | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||