Position in CBRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,228,103
-$199,645 QoQ
Shares Held
9,118
-13.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#522
of 1,064 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Summit Trail Advisors, LLC holds $2,676,907 across 3 Real Estate Services names. CBRE ranks #1 (45.9% of the industry book) .
All Filings in CBRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,228,103 | 9,118 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,427,748 | 10,540 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $930,974 | 5,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $985,380 | 6,254 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $596,911 | 4,260 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $569,677 | 4,356 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $421,966 | 3,214 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $273,109 | 2,194 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||