Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,212,747
+$381,159 QoQ
Shares Held
9,004
+46.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#523
of 1,064 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Derivatives in CBRE
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$13,078
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $10,843,359 across 4 Real Estate Services names. CBRE ranks #2 (11.2% of the industry book) .
All Filings in CBRE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212,747 | 9,004 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $831,588 | 6,139 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $993,681 | 6,180 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $550,041 | 3,491 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $662,907 | 4,731 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,078 | 100 | Put | Sole | 2025-04-29 | |
| 2025-03-31 | $592,041 | 4,527 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,129 | 100 | Put | Sole | 2025-02-03 | |
| 2024-12-31 | $752,816 | 5,734 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $709,411 | 5,699 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $251,824 | 2,826 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||