Position in CBRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$310,595
-$4,078 QoQ
Shares Held
2,306
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#746
of 1,064 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $679,005 across 4 Real Estate Services names. CBRE ranks #1 (45.7% of the industry book) .
All Filings in CBRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,595 | 2,306 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $314,673 | 2,323 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $369,013 | 2,295 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $361,600 | 2,295 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $324,938 | 2,319 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $297,524 | 2,275 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $321,791 | 2,451 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $305,100 | 2,451 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $218,408 | 2,451 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $238,918 | 2,457 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $228,163 | 2,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $181,030 | 2,451 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $197,820 | 2,451 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $178,457 | 2,451 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $188,628 | 2,451 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $185,720 | 2,751 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $202,501 | 2,751 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $251,771 | 2,751 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $298,511 | 2,751 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $267,837 | 2,751 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $263,191 | 3,070 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $242,867 | 3,070 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $192,550 | 3,070 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $142,835 | 3,041 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $137,514 | 3,041 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $114,676 | 3,041 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||