Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,333
-$1,296 QoQ
Shares Held
99
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#941
of 1,063 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $32,489 across 9 Real Estate Services names. CBRE ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
99 | $13,333 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
39 | $12,087 | |
| 3 | CWK |
Cushman & Wakefield Ltd.
|
248 | $3,320 | |
| 4 | CSGP |
Costar Group, Inc.
|
49 | $1,387 | |
| 5 | BEKE |
KE Holdings Inc.
|
86 | $1,249 | |
| 6 | COMP |
Compass, Inc.
|
83 | $1,023 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
2 | $62 | |
| 8 | RMR |
Rmr Group Inc.
|
1 | $20 |
All Filings in CBRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,333 | 99 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,629 | 108 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $18,748 | 119 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||