Position in CBRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$252,139
-$111,706 QoQ
Shares Held
1,872
-30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#783
of 1,064 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $1,000,137 across 3 Real Estate Services names. CBRE ranks #3 (25.2% of the industry book) .
All Filings in CBRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,139 | 1,872 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $363,845 | 2,686 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $694,773 | 4,321 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $604,400 | 3,836 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $309,665 | 2,210 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $293,470 | 2,244 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $280,435 | 2,136 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $231,781 | 1,862 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $408,000 | 37,340 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||