OneDigital Investment Advisors LLC
Position in CBRE — Cbre Group, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in CBRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,000,477
+$40,337 QoQ
Shares Held
7,428
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#555
of 1,064 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $1,706,394 across 3 Real Estate Services names. CBRE ranks #1 (58.6% of the industry book) .
All Filings in CBRE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,477 | 7,428 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $960,140 | 7,088 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,312,689 | 8,164 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,335,951 | 8,479 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,254,074 | 8,950 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,223,054 | 9,352 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,397,975 | 10,648 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $438,294 | 3,521 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $297,627 | 3,340 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||