HB Wealth Management, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1911253 Atlanta, GA

Position in CBRE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,490,637

-$364,621 QoQ

Shares Held

40,765

-5.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#310

of 1,064 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $10,396,235 across 5 Real Estate Services names. CBRE ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	40,765	$5,490,637
2	FRPH	Frp Holdings, Inc.	84,751	$2,117,927
3	CSGP	Costar Group, Inc.	71,357	$2,020,830
4	OPEN	Opendoor Technologies Inc.	100,102	$462,471
5	JLL	Jones Lang Lasalle Inc	982	$304,370

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,490,637	40,765	-5.7%	Shares	Sole	2026-07-29
2026-03-31	$5,855,258	43,225	-3.2%	Shares	Sole	2026-04-27
2025-12-31	$7,180,720	44,659	+4.0%	Shares	Sole	2026-01-28
2025-09-30	$6,765,311	42,938	+2.3%	Shares	Sole	2025-10-23
2025-06-30	$5,882,938	41,985	+9.7%	Shares	Sole	2025-07-17
2025-03-31	$5,004,819	38,269	+556.9%	Shares	Sole	2025-05-07
2024-12-31	$764,895	5,826	-4.3%	Shares	Sole	2025-01-15
2024-09-30	$758,083	6,090	+17.9%	Shares	Sole	2024-10-15
2024-06-30	$460,431	5,167	+36.9%	Shares	Sole	2024-07-26
2024-03-31	$367,081	3,775	+5.3%	Shares	Sole	2024-04-30
2023-12-31	$333,634	3,584	-32.6%	Shares	Sole	2024-01-16
2023-09-30	$392,492	5,314	+3.7%	Shares	Sole	2023-10-13
2023-06-30	$413,396	5,122	+1.8%	Shares	Sole	2023-07-13
2023-03-31	$366,452	5,033	-8.0%	Shares	Sole	2023-04-13
2022-12-31	$421,202	5,473	+18.9%	Shares	Sole	2023-01-20
2022-09-30	$310,816	4,604	+12.2%	Shares	Sole	2022-10-19
2022-06-30	$301,948	4,102	-5.2%	Shares	Sole	2022-07-15
2022-03-31	$395,915	4,326	+29.7%	Shares	Sole	2022-05-16
2021-12-31	$361,880	3,335	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.