Position in CBRE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,292,754
-$33,399 QoQ
Shares Held
9,598
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#516
of 1,064 holders
Holding Since
Mar 2024
10 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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,308,770 across 2 Real Estate Services names. CBRE ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
9,598 | $1,292,754 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
3,278 | $1,016,016 |
All Filings in CBRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,754 | 9,598 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,326,153 | 9,790 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,436,176 | 8,932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,269,776 | 8,059 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,136,233 | 8,109 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $971,956 | 7,432 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,005,681 | 7,660 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $926,878 | 7,446 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $531,273 | 5,962 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $406,074 | 4,176 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||