Position in CBRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,020
-$6,645 QoQ
Shares Held
15
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,016
of 1,064 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $2,020 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
15 | $2,020 |
All Filings in CBRE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020 | 15 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $8,665 | 55 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,706 | 55 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,192 | 55 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,220 | 55 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,846 | 55 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,901 | 55 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,348 | 55 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,119 | 55 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,062 | 55 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,439 | 55 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,004 | 55 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,232 | 55 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||