Position in CBRE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$314,635
-$14,126 QoQ
Shares Held
2,336
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#741
of 1,064 holders
Holding Since
Sep 2024
8 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, 2026Cooper Financial Group holds $314,635 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
2,336 | $314,635 |
All Filings in CBRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,635 | 2,336 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $328,761 | 2,427 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $378,017 | 2,351 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $362,388 | 2,300 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $294,111 | 2,099 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $296,870 | 2,270 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $278,072 | 2,118 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $268,503 | 2,157 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||