Position in CBRE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,122
-$1,288 QoQ
Shares Held
90
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#943
of 1,064 holders
Holding Since
Jun 2023
13 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, 2026Avion Wealth holds $39,774 across 10 Real Estate Services names. CBRE ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
90 | $12,122 | |
| 2 | IRS |
Irsa Investments & Representations Inc
|
750 | $11,580 | |
| 3 | CSGP |
Costar Group, Inc.
|
133 | $3,766 | |
| 4 | COMP |
Compass, Inc.
|
219 | $2,700 | |
| 5 | SRG-PA |
Seritage Growth Properties
|
1,000 | $2,630 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
500 | $2,310 | |
| 7 | JLL |
Jones Lang Lasalle Inc
|
7 | $2,169 | |
| 8 | RMR |
Rmr Group Inc.
|
67 | $1,375 |
All Filings in CBRE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,122 | 90 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,410 | 99 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $15,114 | 94 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,495 | 92 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $12,190 | 87 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,977 | 61 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,008 | 61 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,344 | 59 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3 | 39 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3 | 27 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,165 | 34 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,034 | 14 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1 | 20 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||