Position in CBRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$211,059
-$33,020 QoQ
Shares Held
1,567
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#816
of 1,064 holders
Holding Since
Jun 2025
4 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, 2026Quotient Wealth Partners, LLC holds $744,069 across 2 Real Estate Services names. CBRE ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
18,821 | $533,010 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
1,567 | $211,059 |
All Filings in CBRE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,059 | 1,567 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $244,079 | 1,518 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $239,018 | 1,517 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $201,632 | 1,439 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||