Position in CBRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,493
-$128 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#907
of 1,063 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $26,995 across 2 Real Estate Services names. CBRE ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
167 | $22,493 | |
| 2 | CSGP |
Costar Group, Inc.
|
159 | $4,502 |
All Filings in CBRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,493 | 167 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $22,621 | 167 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,334 | 170 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,785 | 170 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $23,820 | 170 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,148 | 177 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||