Steward Partners Investment Advisory, LLC
Position in CBRE — Cbre Group, Inc.
CIK 1723397
STAMFORD, CT
Position in CBRE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,679,770
+$710,944 QoQ
Shares Held
27,165
+47.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $7,787,129 across 15 Real Estate Services names. CBRE ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
27,165 | $3,679,770 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
430,024 | $2,012,512 | |
| 3 | CIGI |
Colliers International Group Inc.
|
10,432 | $1,115,076 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
1,514 | $460,740 | |
| 5 | FSV |
FirstService Corp
|
2,061 | $286,355 | |
| 6 | REAX |
Real Brokerage Inc
|
35,000 | $87,500 | |
| 7 | CSGP |
Costar Group, Inc.
|
1,621 | $65,391 | |
| 8 | NMRK |
Newmark Group, Inc.
|
2,322 | $34,806 |
All Filings in CBRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,679,770 | 27,165 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,968,826 | 18,464 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,061,075 | 19,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,645,465 | 18,880 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,469,387 | 18,882 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,344,708 | 17,859 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,285,328 | 18,359 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,937,073 | 21,738 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,133,348 | 21,939 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,619,486 | 17,397 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,280,953 | 17,343 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,529,938 | 18,956 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,215,053 | 16,688 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,291,080 | 16,776 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,207,618 | 17,888 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,273,011 | 17,294 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,614,778 | 17,644 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,951,118 | 17,981 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,697,958 | 17,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,390,712 | 16,222 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,296,296 | 16,386 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,142,068 | 18,209 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,174,484 | 25,005 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,140,493 | 25,221 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $845,684 | 22,426 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||