Position in CBRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,228,481
-$10,597,059 QoQ
Shares Held
97,656
-34.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 85.58684378620069.ToString("F0")%
Shared 4.913010057704591.ToString("F0")%
None 9.50014615609471.ToString("F0")%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $41,149,155 across 10 Real Estate Services names. CBRE ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
74,986 | $22,819,739 | |
| 2 | CBRE |
Cbre Group, Inc.
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|
97,656 | $13,228,481 | |
| 3 | CSGP |
Costar Group, Inc.
|
79,401 | $3,203,035 | |
| 4 | NMRK |
Newmark Group, Inc.
|
43,197 | $647,523 | |
| 5 | IHS |
IHS Holding Ltd
|
45,000 | $370,350 | |
| 6 | AGNT |
AGNT, Inc.
|
46,064 | $275,923 | |
| 7 | BEKE |
KE Holdings Inc.
|
12,132 | $181,616 | |
| 8 | COMP |
Compass, Inc.
|
19,890 | $145,395 |
All Filings in CBRE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,228,481 | 97,656 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $23,825,540 | 148,178 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $23,722,704 | 150,563 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $23,558,373 | 168,130 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $22,648,478 | 173,180 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $20,780,317 | 158,278 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $19,240,001 | 154,563 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $13,615,740 | 152,797 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $12,410,935 | 127,632 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,979,542 | 64,234 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,107,640 | 69,153 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $5,628,149 | 69,733 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $5,400,244 | 74,169 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,302,620 | 68,901 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||