Ascentis Independent Advisors

Position in CBRE — Cbre Group, Inc.

CIK 1845003 DALLAS, TX

Position in CBRE

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$29,665

+$25,060 QoQ

Shares Held

219

+491.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Ascentis Independent Advisors holds $54,376 across 6 Real Estate Services names. CBRE ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	219	$29,665
2	IRS	Irsa Investments & Representations Inc	802	$13,000
3	CSGP	Costar Group, Inc.	184	$7,421
4	AGNT	AGNT, Inc.	250	$1,497
5	OPEN	Opendoor Technologies Inc.	300	$1,404
6	FSV	FirstService Corp	10	$1,389

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,665	219	+491.9%	Shares	Sole	2026-04-28
2024-09-30	$4,605	37	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.