Position in CBRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$269,380
-$1,540 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#767
of 1,064 holders
Holding Since
Dec 2021
9 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, 2026Tolleson Wealth Management, Inc. holds $269,380 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
|
2,000 | $269,380 |
All Filings in CBRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,380 | 2,000 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $270,920 | 2,000 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $321,580 | 2,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $326,779 | 2,074 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $280,240 | 2,000 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $261,560 | 2,000 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $262,580 | 2,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $248,960 | 2,000 | Shares | Defined | 2024-11-14 | |
| 2021-12-31 | $217,020 | 2,000 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||