Position in CBRE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$816,356
-$72,397 QoQ
Shares Held
6,061
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#575
of 1,064 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $816,356 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
6,061 | $816,356 |
All Filings in CBRE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,356 | 6,061 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $888,753 | 6,561 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,099,482 | 6,838 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $934,803 | 5,933 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $835,955 | 5,966 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $810,705 | 6,199 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $840,649 | 6,403 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $844,596 | 6,785 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $617,354 | 6,928 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $673,678 | 6,928 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $611,135 | 6,565 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $519,826 | 7,038 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $566,261 | 7,016 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $488,991 | 6,716 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $460,148 | 6,816 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $501,725 | 6,816 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $613,733 | 6,706 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $752,082 | 6,931 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $656,109 | 6,739 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $582,535 | 6,795 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $541,903 | 6,850 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $472,595 | 7,535 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $377,403 | 8,035 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $382,470 | 8,458 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $326,493 | 8,658 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||