Position in CBRE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$48,901
-$9,144 QoQ
Shares Held
361
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $61,576 across 10 Real Estate Services names. CBRE ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
361 | $48,901 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
21 | $6,390 | |
| 3 | BEKE |
KE Holdings Inc.
|
70 | $1,047 | |
| 4 | OPAD |
Offerpad Solutions Inc.
|
1,594 | $1,044 | |
| 5 | AGNT |
AGNT, Inc.
|
167 | $1,000 | |
| 6 | MMI |
Marcus & Millichap, Inc.
|
36 | $957 | |
| 7 | REAX |
Real Brokerage Inc
|
298 | $745 | |
| 8 | COMP |
Compass, Inc.
|
71 | $519 |
All Filings in CBRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,901 | 361 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $58,045 | 361 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $63,654 | 404 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $48,201 | 344 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $59,766 | 457 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $59,999 | 457 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||