PERSONAL CFO SOLUTIONS, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1677501 CHESTER, NJ

Position in CBRE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,279,628

+$1,191 QoQ

Shares Held

16,925

+0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#429

of 1,063 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,451,747 across 3 Real Estate Services names. CBRE ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	16,925	$2,279,628
2	CSGP	Costar Group, Inc.	29,084	$823,658
3	CWK	Cushman & Wakefield Ltd.	26,024	$348,461

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,279,628	16,925	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$2,278,437	16,820	-2.0%	Shares	Sole	2026-04-30
2025-12-31	$2,760,121	17,166	-1.3%	Shares	Defined	2026-01-22
2025-09-30	$2,739,023	17,384	-0.3%	Shares	Defined	2025-11-10
2025-06-30	$2,443,132	17,436	-0.6%	Shares	Defined	2025-08-12
2025-03-31	$2,294,665	17,546	-8.1%	Shares	Defined	2025-04-30
2024-12-31	$2,506,982	19,095	+9.5%	Shares	Defined	2025-02-07
2024-09-30	$2,170,682	17,438	+0.3%	Shares	Defined	2024-11-14
2024-06-30	$1,548,820	17,381	-0.5%	Shares	Defined	2024-08-09
2024-03-31	$1,699,463	17,477	+0.1%	Shares	Defined	2024-05-13
2023-12-31	$1,625,165	17,458	+579.6%	Shares	Defined	2024-02-13
2022-03-31	$235,114	2,569	+6.0%	Shares	Defined	2022-05-02
2021-12-31	$262,919	2,423	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.