Position in CBRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$468,047
-$2,676 QoQ
Shares Held
3,475
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#669
of 1,064 holders
Holding Since
Dec 2020
23 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, 2026Waterfront Wealth Inc. holds $468,047 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
|
3,475 | $468,047 |
All Filings in CBRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,047 | 3,475 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $470,723 | 3,475 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $558,745 | 3,475 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $547,521 | 3,475 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $486,917 | 3,475 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $454,460 | 3,475 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $456,232 | 3,475 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $432,568 | 3,475 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $309,657 | 3,475 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $337,909 | 3,475 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $323,487 | 3,475 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $256,663 | 3,475 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $280,467 | 3,475 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $253,014 | 3,475 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $267,436 | 3,475 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $234,597 | 3,475 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $255,794 | 3,475 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $318,032 | 3,475 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $377,072 | 3,475 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,326 | 3,475 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $297,911 | 3,475 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $274,907 | 3,475 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $217,952 | 3,475 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||