Position in CBRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$451,884
-$466,399 QoQ
Shares Held
3,355
-50.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#674
of 1,064 holders
Holding Since
Jun 2025
4 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 Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $670,542 across 2 Real Estate Services names. CBRE ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
3,355 | $451,884 | |
| 2 | CSGP |
Costar Group, Inc.
|
7,721 | $218,658 |
All Filings in CBRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,884 | 3,355 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $918,283 | 6,779 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $615,825 | 3,830 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $156,654 | 1,118 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||