Position in CBRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,369,040
-$40,910 QoQ
Shares Held
17,589
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#423
of 1,064 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $3,410,233 across 3 Real Estate Services names. CBRE ranks #1 (69.5% of the industry book) .
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,369,040 | 17,589 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,409,950 | 17,791 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,139,730 | 19,527 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,825,196 | 17,931 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,401,504 | 17,139 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,125,686 | 16,254 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,079,098 | 15,836 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,024,411 | 16,263 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,405,792 | 15,776 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,626,916 | 16,731 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,293,617 | 35,381 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,501,924 | 47,413 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,548,495 | 43,966 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $19,056,197 | 261,725 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $18,764,772 | 243,825 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,872,415 | 42,548 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,545,581 | 34,582 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,802,159 | 30,618 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,106,641 | 28,630 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,675,160 | 27,477 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,280,589 | 26,602 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,922,847 | 24,306 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,739,852 | 27,740 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,540,475 | 32,797 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,441,839 | 31,885 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,677,717 | 44,490 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||