Position in CBRE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$381,980
+$115,395 QoQ
Shares Held
2,836
+44.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#707
of 1,064 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Soltis Investment Advisors LLC holds $381,980 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
|
2,836 | $381,980 |
All Filings in CBRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,980 | 2,836 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $266,585 | 1,968 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $330,584 | 2,056 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $281,874 | 1,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $234,420 | 1,673 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $221,933 | 1,697 | Shares | Sole | 2025-05-13 | |
| 2022-03-31 | $1,908,008 | 20,848 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,067,875 | 19,057 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||