Position in CBRE
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$224,319
-$83,589 QoQ
Shares Held
1,656
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $442,514 across 2 Real Estate Services names. CBRE ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,656 | $224,319 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
717 | $218,195 |
All Filings in CBRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,319 | 1,656 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $307,908 | 1,915 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $244,372 | 1,551 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $200,368 | 1,430 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||