Position in CBRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,407,106
+$77,702 QoQ
Shares Held
10,447
+6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#500
of 1,064 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $4,690,070 across 5 Real Estate Services names. CBRE ranks #2 (30.0% of the industry book) .
All Filings in CBRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,106 | 10,447 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,329,404 | 9,814 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,537,634 | 9,563 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $858,544 | 5,449 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,194,242 | 8,523 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $409,602 | 3,132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $387,961 | 2,955 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||