Position in CBRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$656,478
+$1,936 QoQ
Shares Held
4,874
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#612
of 1,064 holders
Holding Since
Jun 2020
22 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, 2026Independent Advisor Alliance holds $743,821 across 2 Real Estate Services names. CBRE ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
4,874 | $656,478 | |
| 2 | REAX |
Real Brokerage Inc
|
47,991 | $87,343 |
All Filings in CBRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,478 | 4,874 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $654,542 | 4,832 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $852,025 | 5,299 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $759,753 | 4,822 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $337,548 | 2,409 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $282,092 | 2,157 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $291,069 | 2,217 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $204,520 | 1,643 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $356,348 | 3,828 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $349,136 | 4,727 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $395,640 | 4,902 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $355,167 | 4,878 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,957,452 | 28,995 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,000,719 | 27,180 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,458,227 | 26,860 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,783,390 | 25,651 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,416,669 | 24,822 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,086,668 | 24,340 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,892,152 | 23,918 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,424,371 | 22,710 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,000,273 | 21,296 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $246,901 | 5,460 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||