Position in CBRE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$404
-$1,416 QoQ
Shares Held
3
-88.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,054
of 1,064 holders
Holding Since
Dec 2021
3 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, 2026Morton Brown Family Wealth, LLC holds $866 across 2 Real Estate Services names. CBRE ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPEN |
Opendoor Technologies Inc.
|
100 | $462 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
3 | $404 |
All Filings in CBRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404 | 3 | Shares | Sole | 2026-07-21 | |
| 2023-03-31 | $1,820 | 25 | Shares | Sole | 2023-04-26 | |
| 2021-12-31 | $5,751 | 53 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||