Position in CBRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,121
+$2,181 QoQ
Shares Held
335
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 326 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $120,128 across 7 Real Estate Services names. CBRE ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPEN |
Opendoor Technologies Inc.
|
15,250 | $70,455 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
335 | $45,121 | |
| 3 | CSGP |
Costar Group, Inc.
|
120 | $3,398 | |
| 4 | FRPH |
Frp Holdings, Inc.
|
23 | $574 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
1 | $309 | |
| 6 | RFL |
Rafael Holdings, Inc.
|
50 | $164 | |
| 7 | CWK |
Cushman & Wakefield Ltd.
|
8 | $107 |
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,121 | 335 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $42,940 | 317 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $51,292 | 319 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $48,055 | 305 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $42,176 | 301 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $38,841 | 297 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $42,406 | 323 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $36,472 | 293 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,109 | 293 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,491 | 293 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $27,275 | 293 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,640 | 293 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $23,648 | 293 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $21,333 | 293 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $54,102 | 703 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $47,459 | 703 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $51,747 | 703 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $64,338 | 703 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $76,282 | 703 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $68,444 | 703 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $60,268 | 703 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $55,614 | 703 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $29,980 | 478 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $22,451 | 478 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $21,615 | 478 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $18,025 | 478 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||