Valeo Financial Advisors, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1722641 CARMEL, IN

Position in CBRE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$242,037

-$104,063 QoQ

Shares Held

1,797

-29.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#791

of 1,064 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $577,411 across 3 Real Estate Services names. CBRE ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	1,797	$242,037
2	OPEN	Opendoor Technologies Inc.	41,501	$191,734
3	AGNT	AGNT, Inc.	26,551	$143,640

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,037	1,797	-29.7%	Shares	Sole	2026-07-08
2026-03-31	$346,100	2,555	-2.1%	Shares	Sole	2026-05-08
2025-12-31	$419,501	2,609	+9.8%	Shares	Sole	2026-02-04
2025-09-30	$374,520	2,377	-6.6%	Shares	Sole	2025-11-03
2025-06-30	$356,605	2,545	+14.8%	Shares	Sole	2025-09-12
2025-03-31	$289,939	2,217	+4.0%	Shares	Sole	2025-04-30
2024-12-31	$279,910	2,132	+8.6%	Shares	Sole	2025-01-30
2024-09-30	$244,478	1,964	+2106.7%	Shares	Sole	2024-10-10
2020-12-31	$5,582	89	-86.1%	Shares	Sole	2021-02-11
2020-06-30	$29,031	642	+35.7%	Shares	Sole	2020-07-20
2020-03-31	$17,836	473	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.