Position in CBRE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$125,935
-$41,358 QoQ
Shares Held
935
-24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#845
of 1,064 holders
Holding Since
Dec 2020
11 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, 2026SOA Wealth Advisors, LLC. holds $126,032 across 2 Real Estate Services names. CBRE ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
935 | $125,935 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
21 | $97 |
All Filings in CBRE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,935 | 935 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $167,293 | 1,235 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $150,338 | 935 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $147,318 | 935 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $131,012 | 935 | Shares | Sole | 2025-07-18 | |
| 2022-03-31 | $4,118 | 45 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $4,882 | 45 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $4,381 | 45 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,857 | 45 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,768 | 35 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,320 | 37 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||