SHP Wealth Management

Position in CBRE — Cbre Group, Inc.

CIK 1807060 PLYMOUTH, MA

Position in CBRE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,118

-$2,874 QoQ

Shares Held

-35.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#980

of 1,064 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SHP Wealth Management holds $12,201 across 5 Real Estate Services names. CBRE ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	38	$5,118
2	CSGP	Costar Group, Inc.	83	$2,350
3	NMRK	Newmark Group, Inc.	139	$2,100
4	BEKE	KE Holdings Inc.	96	$1,394
5	JLL	Jones Lang Lasalle Inc	4	$1,239

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,118	38	-35.6%	Shares	Sole	2026-08-11
2026-03-31	$7,992	59	+110.7%	Shares	Sole	2026-05-08
2025-12-31	$4,502	28	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.