Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,576,546
-$1,146,877 QoQ
Shares Held
11,705
-41.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#484
of 1,064 holders
Holding Since
Mar 2021
21 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, 2026Union Heritage Capital, LLC holds $1,576,546 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
|
11,705 | $1,576,546 |
All Filings in CBRE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,546 | 11,705 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,723,423 | 20,105 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,232,682 | 20,105 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,167,743 | 20,105 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,817,112 | 20,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,629,331 | 20,105 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,639,585 | 20,105 | Shares | Sole | 2025-04-03 | |
| 2024-09-30 | $2,502,670 | 20,105 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $1,791,556 | 20,105 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $1,955,010 | 20,105 | Shares | Sole | 2025-01-08 | |
| 2023-12-31 | $1,396,350 | 15,000 | Shares | Sole | 2025-01-07 | |
| 2023-09-30 | $1,107,900 | 15,000 | Shares | Sole | 2025-01-06 | |
| 2023-06-30 | $1,210,650 | 15,000 | Shares | Sole | 2023-08-22 | |
| 2022-12-31 | $1,154,400 | 15,000 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,012,650 | 15,000 | Shares | Sole | 2023-02-24 | |
| 2022-06-30 | $1,104,150 | 15,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,372,800 | 15,000 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,627,650 | 15,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,460,400 | 15,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,285,950 | 15,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,186,650 | 15,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||