Position in CBRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$554,249
-$37,711 QoQ
Shares Held
4,115
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#637
of 1,064 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $554,249 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
|
4,115 | $554,249 |
All Filings in CBRE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,249 | 4,115 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $591,960 | 4,370 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $708,762 | 4,408 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $685,228 | 4,349 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $601,395 | 4,292 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $552,283 | 4,223 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $538,026 | 4,098 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $497,173 | 3,994 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $348,598 | 3,912 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $371,067 | 3,816 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $293,419 | 3,152 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $210,410 | 2,607 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||