Position in CBRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$467,643
+$8,028 QoQ
Shares Held
3,472
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#670
of 1,064 holders
Holding Since
Jun 2025
5 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, 2026Aprio Wealth Management, LLC holds $742,878 across 2 Real Estate Services names. CBRE ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
3,472 | $467,643 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
888 | $275,235 |
All Filings in CBRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,643 | 3,472 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $459,615 | 3,393 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $691,879 | 4,303 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $527,510 | 3,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $344,414 | 2,458 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||