Position in CBRE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$550,612
-$76,974 QoQ
Shares Held
4,088
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 1,064 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $596,996 across 2 Real Estate Services names. CBRE ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
4,088 | $550,612 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
10,040 | $46,384 |
All Filings in CBRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,612 | 4,088 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $627,586 | 4,633 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,033,028 | 12,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,572,194 | 111,527 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,881,951 | 13,431 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,958,299 | 14,974 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,047,204 | 15,593 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,616,372 | 12,985 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $999,101 | 11,212 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,183,508 | 12,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,085,987 | 11,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $853,969 | 11,562 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $662,951 | 8,214 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $894,834 | 12,290 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,770,541 | 23,006 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,204,040 | 17,835 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,093,255 | 14,852 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $974,688 | 10,650 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,133,386 | 10,445 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,319,909 | 13,557 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,152,296 | 13,441 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $953,117 | 12,048 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||