Western Pacific Wealth Management, LP
Position in CBRE — Cbre Group, Inc.
CIK 1907320
Lake Forest, IL
Position in CBRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$413,498
-$2,364 QoQ
Shares Held
3,070
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#688
of 1,064 holders
Holding Since
Sep 2022
16 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, 2026Western Pacific Wealth Management, LP holds $413,498 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
|
3,070 | $413,498 |
All Filings in CBRE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,498 | 3,070 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $415,862 | 3,070 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $493,625 | 3,070 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $483,709 | 3,070 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $430,168 | 3,070 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $401,494 | 3,070 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $403,060 | 3,070 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $253,316 | 2,035 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $181,338 | 2,035 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $197,883 | 2,035 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $183,852 | 1,975 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $139,226 | 1,885 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $135,996 | 1,685 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $122,684 | 1,685 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $129,677 | 1,685 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $78,311 | 1,160 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||