Position in CBRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,013,542
-$28,687 QoQ
Shares Held
7,525
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#551
of 1,064 holders
Holding Since
Dec 2023
11 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, 2026NewEdge Wealth, LLC holds $2,413,007 across 4 Real Estate Services names. CBRE ranks #1 (42.0% of the industry book) .
All Filings in CBRE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,542 | 7,525 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,042,229 | 7,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,376,040 | 8,558 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $847,672 | 5,380 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $751,883 | 5,366 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $733,152 | 5,606 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $700,957 | 5,339 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $560,035 | 4,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,572,315 | 62,533 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $483,477 | 4,972 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $231,328 | 2,485 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||