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Moran Wealth Management, LLC

Position in CBRE — Cbre Group, Inc.

CIK 1965334 Naples, FL

Position in CBRE

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$268,752
-$72,444 QoQ
Shares Held
1,984
-6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 98% Shared 2% None 0%

Common Shares in CBRE Over Time

Shares Held

Position Value (USD)

Position in Real Estate Services

Real Estate · as of Jun 30, 2026

Moran Wealth Management, LLC holds $4,678,634 across 2 Real Estate Services names.

# Ticker Company Shares Value (USD) Open

All Filings in CBRE

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $268,752 1,984
2025-12-31 $341,196 2,122
2025-09-30 $389,330 2,471