Avion Wealth

Position in CBRE — Cbre Group, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in CBRE

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$13,410

-$1,704 QoQ

Shares Held

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Avion Wealth holds $46,850 across 9 Real Estate Services names. CBRE ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	99	$13,410
2	IRS	Irsa Investments & Representations Inc	750	$12,157
3	OPEN	Opendoor Technologies Inc.	1,800	$8,424
4	OPAD	Offerpad Solutions Inc.	8,167	$5,349
5	SRG	Seritage Growth Properties	1,000	$2,810
6	COMP	Compass, Inc.	219	$1,600
7	JLL	Jones Lang Lasalle Inc	4	$1,217
8	RMR	Rmr Group Inc.	67	$1,036

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,410	99	+5.3%	Shares	Sole	2026-05-01
2025-12-31	$15,114	94	+2.2%	Shares	Sole	2026-01-23
2025-09-30	$14,495	92	+5.7%	Shares	Sole	2025-10-24
2025-06-30	$12,190	87	+42.6%	Shares	Sole	2025-07-31
2025-03-31	$7,977	61	0.0%	Shares	Sole	2025-05-09
2024-12-31	$8,008	61	+3.4%	Shares	Sole	2025-01-29
2024-09-30	$7,344	59	+51.3%	Shares	Sole	2024-10-18
2024-06-30	$3,475	39	+44.4%	Shares	Sole	2024-07-26
2024-03-31	$2,625	27	-20.6%	Shares	Sole	2024-05-03
2023-12-31	$3,165	34	+142.9%	Shares	Sole	2024-01-26
2023-09-30	$1,034	14	-30.0%	Shares	Sole	2023-10-20
2023-06-30	$1,614	20	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.