Bay Harbor Wealth Management, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1767989 Hunt Valley, MD

Position in CBRE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,869

+$1,993 QoQ

Shares Held

+41.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#968

of 1,064 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $11,761 across 7 Real Estate Services names. CBRE ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	51	$6,869
2	JLL	Jones Lang Lasalle Inc	11	$3,409
3	CWK	Cushman & Wakefield Ltd.	45	$602
4	NMRK	Newmark Group, Inc.	30	$453
5	OPEN	Opendoor Technologies Inc.	68	$314
6	COMP	Compass, Inc.	7	$86
7	CSGP	Costar Group, Inc.	1	$28

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,869	51	+41.7%	Shares	Other	2026-07-28
2026-03-31	$4,876	36	+20.0%	Shares	Other	2026-04-14
2025-12-31	$4,823	30	+50.0%	Shares	Other	2026-02-02
2025-09-30	$3,151	20	+25.0%	Shares	Other	2025-10-09
2025-06-30	$2,241	16	+220.0%	Shares	Sole	2025-07-22
2025-03-31	$653	5	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.