Position in CBRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$967,208
+$72,495 QoQ
Shares Held
7,181
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#559
of 1,064 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 42%
Shared 58%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $967,208 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
|
7,181 | $967,208 |
All Filings in CBRE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,208 | 7,181 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $894,713 | 6,605 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,028,734 | 6,398 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $967,733 | 6,142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $866,642 | 6,185 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $778,794 | 5,955 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $777,105 | 5,919 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $736,797 | 5,919 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $527,442 | 5,919 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $587,913 | 6,046 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $562,822 | 6,046 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $446,557 | 6,046 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $438,013 | 5,427 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $395,139 | 5,427 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $417,661 | 5,427 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $358,410 | 5,309 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $390,795 | 5,309 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $471,419 | 5,151 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $565,879 | 5,215 | Shares | Other | 2022-03-03 | |
| 2021-09-30 | $512,405 | 5,263 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $228,813 | 2,669 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $289,147 | 3,655 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $257,214 | 4,101 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $207,137 | 4,410 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $220,809 | 4,883 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||