Envestnet Portfolio Solutions, Inc.

Position in CBRE — Cbre Group, Inc.

CIK 1998033 BERWYN, PA

Position in CBRE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,575,811

-$428,285 QoQ

Shares Held

19,124

-13.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#412

of 1,064 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $14,114,503 across 3 Real Estate Services names. CBRE ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSGP	Costar Group, Inc.	341,444	$9,669,694
2	CBRE	Cbre Group, Inc. This page	19,124	$2,575,811
3	JLL	Jones Lang Lasalle Inc	6,030	$1,868,998

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,575,811	19,124	-13.8%	Shares	Sole	2026-07-20
2026-03-31	$3,004,096	22,177	-26.4%	Shares	Sole	2026-04-29
2025-12-31	$4,845,245	30,134	-1.0%	Shares	Sole	2026-02-06
2025-09-30	$4,794,550	30,430	-6.5%	Shares	Sole	2025-10-30
2025-06-30	$4,557,963	32,529	-8.1%	Shares	Sole	2025-07-25
2025-03-31	$4,628,958	35,395	-54.6%	Shares	Sole	2025-04-21
2024-12-31	$10,237,731	77,978	+9.2%	Shares	Sole	2025-02-10
2024-09-30	$8,889,365	71,412	-4.2%	Shares	Sole	2024-10-31
2024-06-30	$6,639,586	74,510	-26.5%	Shares	Sole	2024-07-16
2024-03-31	$9,860,622	101,405	+22.5%	Shares	Sole	2024-05-06
2023-12-31	$7,706,455	82,785	-12.4%	Shares	Sole	2024-02-07
2023-09-30	$6,982,798	94,541	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.