Position in CBRE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$948
-$177 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Golden State Wealth Management, LLC holds $60,096 across 8 Real Estate Services names. CBRE ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOUG |
Douglas Elliman Inc.
|
15,000 | $24,600 | |
| 2 | REAX |
Real Brokerage Inc
|
6,000 | $15,000 | |
| 3 | CSGP |
Costar Group, Inc.
|
335 | $13,513 | |
| 4 | AGNT |
AGNT, Inc.
|
639 | $3,827 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
327 | $1,530 | |
| 6 | CBRE |
Cbre Group, Inc.
This page
|
7 | $948 | |
| 7 | FSV |
FirstService Corp
|
4 | $555 | |
| 8 | RMR |
Rmr Group Inc.
|
8 | $123 |
All Filings in CBRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $948 | 7 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,125 | 7 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,102 | 7 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $980 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $915 | 7 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,069 | 31 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||