Position in CBRE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$228,973
-$1,309 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#802
of 1,064 holders
Holding Since
Sep 2024
8 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, 2026Core Wealth Partners LLC holds $228,973 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
|
1,700 | $228,973 |
All Filings in CBRE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,973 | 1,700 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $230,282 | 1,700 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $273,343 | 1,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $267,852 | 1,700 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $238,204 | 1,700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $222,326 | 1,700 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $223,193 | 1,700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $211,616 | 1,700 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||