Position in CBRE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,185,699
+$251,027 QoQ
Shares Held
38,501
+5.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
22.33%
of 13F equity value
Holder Rank
#320
of 1,064 holders
Holding Since
Dec 2020
22 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, 2026Prosperity Planning, Inc. holds $5,185,699 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
38,501 | $5,185,699 |
All Filings in CBRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,185,699 | 38,501 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,934,672 | 36,429 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,016,487 | 31,199 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,863,628 | 43,562 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,103,907 | 43,562 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,375,973 | 41,107 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,396,938 | 41,107 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,116,999 | 41,107 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,663,044 | 41,107 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,713,401 | 38,188 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,554,920 | 38,188 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,820,565 | 38,188 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,082,153 | 38,188 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,577,765 | 35,404 | Shares | Sole | 2023-04-13 | |
| 2022-09-30 | $2,390,124 | 35,404 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,126,748 | 15,307 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,400,896 | 15,307 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,660,962 | 15,307 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,490,289 | 15,307 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,312,269 | 15,307 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,210,936 | 15,307 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $960,055 | 15,307 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||