Crewe Advisors LLC

Position in CBRE — Cbre Group, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in CBRE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$22,627

+$15,990 QoQ

Shares Held

168

+242.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#907

of 1,064 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Crewe Advisors LLC holds $24,496 across 2 Real Estate Services names. CBRE ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CBRE	Cbre Group, Inc. This page	168	$22,627
2	CSGP	Costar Group, Inc.	66	$1,869

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,627	168	+242.9%	Shares	Sole	2026-07-24
2026-03-31	$6,637	49	+58.1%	Shares	Sole	2026-05-07
2025-12-31	$4,984	31	+63.2%	Shares	Sole	2026-01-16
2025-09-30	$2,993	19	+375.0%	Shares	Sole	2025-11-13
2025-06-30	$560	4	-76.5%	Shares	Sole	2025-07-30
2025-03-31	$2,223	17	+325.0%	Shares	Sole	2025-04-23
2024-12-31	$525	4	-98.7%	Shares	Sole	2025-01-27
2024-09-30	$39,086	314	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$27,713	311	0.0%	Shares	Sole	2024-07-29
2024-03-31	$30,241	311	+3010.0%	Shares	Sole	2024-05-14
2023-06-30	$807	10	-85.3%	Shares	Sole	2023-07-28
2022-12-31	$5,233	68	-54.7%	Shares	Sole	2023-02-08
2022-09-30	$10,126	150	+24.0%	Shares	Sole	2022-11-14
2022-06-30	$8,906	121	+245.7%	Shares	Sole	2022-08-02
2021-09-30	$3,407	35	-50.0%	Shares	Sole	2021-10-29
2021-06-30	$6,001	70	-71.0%	Shares	Sole	2021-08-11
2021-03-31	$19,065	241	0.0%	Shares	Sole	2021-04-21
2020-12-31	$15,115	241	-6.2%	Shares	Sole	2021-01-27
2020-09-30	$12,071	257	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.