Position in CBRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$202,976
-$198,253 QoQ
Shares Held
1,507
-49.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#822
of 1,064 holders
Holding Since
Jun 2023
13 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, 2026Advisor OS, LLC holds $202,976 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
|
1,507 | $202,976 |
All Filings in CBRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,976 | 1,507 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $401,229 | 2,962 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $486,065 | 3,023 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $433,288 | 2,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $239,744 | 1,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $242,987 | 1,858 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $343,453 | 2,616 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,293,666 | 18,426 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,125,628 | 23,854 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,199,568 | 22,620 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,723,654 | 18,516 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,052,652 | 14,252 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $605,001 | 7,496 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||