Position in CBRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,162,644
-$6,646 QoQ
Shares Held
8,632
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#531
of 1,064 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $1,162,644 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
|
8,632 | $1,162,644 |
All Filings in CBRE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,644 | 8,632 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,169,290 | 8,632 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,401,606 | 8,717 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,373,450 | 8,717 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,221,426 | 8,717 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,181,204 | 9,032 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,185,811 | 9,032 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,124,303 | 9,032 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $832,911 | 9,347 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $908,902 | 9,347 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $878,955 | 9,442 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $980,639 | 13,277 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,091,764 | 13,527 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,001,283 | 13,752 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,058,353 | 13,752 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $943,587 | 13,977 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,028,846 | 13,977 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,281,005 | 13,997 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,553,537 | 14,317 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,393,903 | 14,317 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,227,396 | 14,317 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,132,617 | 14,317 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $897,962 | 14,317 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $672,469 | 14,317 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||