Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$312,480
-$207,144 QoQ
Shares Held
2,320
-39.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#743
of 1,064 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $447,559 across 4 Real Estate Services names. CBRE ranks #1 (69.8% of the industry book) .
All Filings in CBRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,480 | 2,320 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $519,624 | 3,836 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,627 | 35 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $663,484 | 4,211 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $577,013 | 4,118 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $554,507 | 4,240 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $545,116 | 4,152 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $476,633 | 3,829 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,960 | 22 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $357,551 | 3,677 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,047 | 22 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,624 | 22 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $1,775 | 22 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $1,601 | 22 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $1,693 | 22 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,485 | 22 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $1,619 | 22 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,013 | 22 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,387 | 22 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,141 | 22 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,886 | 22 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,740 | 22 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,379 | 22 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $798 | 17 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $768 | 17 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $641 | 17 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||