Foundations Investment Advisors, LLC

Endowment

Position in CBRE — Cbre Group, Inc.

CIK 1743404 PHOENIX, AZ

Position in CBRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$328,778

+$51,898 QoQ

Shares Held

2,441

+19.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#734

of 1,064 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $663,409 across 3 Real Estate Services names. CBRE ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	2,441	$328,778
2	COMP	Compass, Inc.	15,333	$189,055
3	OPEN	Opendoor Technologies Inc.	31,510	$145,576

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,778	2,441	+19.4%	Shares	Sole	2026-08-14
2026-03-31	$276,880	2,044	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.