Position in CBRE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$692,575
-$93,499 QoQ
Shares Held
5,142
-11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#599
of 1,063 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $899,792 across 2 Real Estate Services names. CBRE ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
5,142 | $692,575 | |
| 2 | CSGP |
Costar Group, Inc.
|
7,317 | $207,217 |
All Filings in CBRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,575 | 5,142 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $786,074 | 5,803 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,006,866 | 6,262 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $709,335 | 4,502 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $500,788 | 3,574 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $388,808 | 2,973 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $361,966 | 2,757 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $347,548 | 2,792 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $243,983 | 2,738 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $294,151 | 3,025 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $249,760 | 2,683 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $257,549 | 3,487 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $594,429 | 7,365 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $533,770 | 7,331 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $914,130 | 11,878 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $653,429 | 9,679 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $757,226 | 10,287 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $902,661 | 9,863 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $971,707 | 8,955 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $818,894 | 8,411 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $709,930 | 8,281 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $738,491 | 9,335 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $356,500 | 5,684 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||