Position in CBRE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$78,120
+$773 QoQ
Shares Held
580
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#864
of 1,063 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $159,715 across 4 Real Estate Services names. CBRE ranks #1 (48.9% 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 | $78,120 | 580 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $77,347 | 571 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $92,454 | 575 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $93,905 | 596 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $84,492 | 603 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $82,260 | 629 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $81,005 | 617 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $75,310 | 605 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $54,267 | 609 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $53,676 | 552 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $48,406 | 520 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||