Position in CBRE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$773,741
+$144,897 QoQ
Shares Held
5,712
+46.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,600,627 across 25 Real Estate Services names. CBRE ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
5,712 | $773,741 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
990 | $301,269 | |
| 3 | CSGP |
Costar Group, Inc.
|
2,721 | $109,759 | |
| 4 | BEKE |
KE Holdings Inc.
|
5,647 | $84,531 | |
| 5 | COMP |
Compass, Inc.
|
9,779 | $71,481 | |
| 6 | AGNT |
AGNT, Inc.
|
11,081 | $66,372 | |
| 7 | FSV |
FirstService Corp
|
323 | $44,875 | |
| 8 | CIGI |
Colliers International Group Inc.
|
313 | $33,453 |
All Filings in CBRE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $773,741 | 5,712 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $628,844 | 3,911 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $642,842 | 4,080 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $237,501 | 1,695 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $126,855 | 970 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $89,800 | 684 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,624 | 479 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,166 | 462 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $51,825 | 533 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $34,256 | 368 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,247 | 396 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $33,897 | 420 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $58,902 | 809 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $63,722 | 828 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $135,289 | 2,004 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $37,909 | 515 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $37,523 | 410 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $72,701 | 670 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||