Compound Planning, Inc.

Position in CBRE — Cbre Group, Inc.

CIK 1978879 NEW YORK, NY

Position in CBRE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$650,956

-$43,140 QoQ

Shares Held

4,833

-5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#614

of 1,064 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $2,271,192 across 5 Real Estate Services names. CBRE ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	4,833	$650,956
2	JLL	Jones Lang Lasalle Inc	2,045	$633,847
3	OPEN	Opendoor Technologies Inc.	88,049	$406,785
4	CSGP	Costar Group, Inc.	12,108	$342,897
5	BEKE	KE Holdings Inc.	16,291	$236,707

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,956	4,833	-5.7%	Shares	Other	2026-08-04
2026-03-31	$694,096	5,124	-13.6%	Shares	Sole	2026-05-14
2025-12-31	$953,966	5,933	+10.6%	Shares	Sole	2026-02-19
2025-09-30	$844,994	5,363	+15.9%	Shares	Sole	2025-11-10
2025-06-30	$648,475	4,628	+13.4%	Shares	Sole	2025-08-14
2025-03-31	$533,843	4,082	+15.5%	Shares	Sole	2025-05-14
2024-12-31	$463,847	3,533	+9.4%	Shares	Sole	2025-01-17
2024-09-30	$402,070	3,230	+34.0%	Shares	Sole	2024-10-08
2024-06-30	$214,844	2,411	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.