Physician Wealth Advisors, Inc.

Position in CBRE — Cbre Group, Inc.

CIK 1795173 MIDVALE, UT

Position in CBRE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$32,460

-$16,441 QoQ

Shares Held

241

-33.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#890

of 1,064 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $42,640 across 7 Real Estate Services names. CBRE ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	241	$32,460
2	JLL	Jones Lang Lasalle Inc	15	$4,649
3	BEKE	KE Holdings Inc.	189	$2,746
4	CSGP	Costar Group, Inc.	35	$991
5	COMP	Compass, Inc.	54	$665
6	FSV	FirstService Corp	4	$568
7	MMI	Marcus & Millichap, Inc.	18	$561

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,460	241	-33.2%	Shares	Sole	2026-07-20
2026-03-31	$48,901	361	0.0%	Shares	Sole	2026-04-24
2025-12-31	$58,045	361	-10.6%	Shares	Sole	2026-01-29
2025-09-30	$63,654	404	+17.4%	Shares	Sole	2025-11-04
2025-06-30	$48,201	344	-24.7%	Shares	Sole	2025-07-14
2025-03-31	$59,766	457	0.0%	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.