Private Wealth Management Group, LLC

Position in CBRE — Cbre Group, Inc.

CIK 2011342 PRINCETON, NJ

Position in CBRE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$27,476

-$157 QoQ

Shares Held

204

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#899

of 1,064 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $61,442 across 6 Real Estate Services names. CBRE ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	204	$27,476
2	COMP	Compass, Inc.	1,162	$14,327
3	JLL	Jones Lang Lasalle Inc	30	$9,298
4	CWK	Cushman & Wakefield Ltd.	320	$4,284
5	AGNT	AGNT, Inc.	691	$3,738
6	RMR	Rmr Group Inc.	113	$2,319

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,476	204	0.0%	Shares	Sole	2026-07-27
2026-03-31	$27,633	204	0.0%	Shares	Sole	2026-04-23
2025-12-31	$32,801	204	0.0%	Shares	Sole	2026-01-23
2025-09-30	$32,142	204	0.0%	Shares	Sole	2025-10-17
2025-06-30	$28,584	204	+1.5%	Shares	Sole	2025-07-29
2025-03-31	$26,286	201	0.0%	Shares	Sole	2025-05-02
2024-12-31	$26,389	201	-18.6%	Shares	Sole	2025-01-27
2024-09-30	$30,746	247	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$21,831	245	+57.1%	Shares	Sole	2024-08-13
2024-03-31	$15,169	156	0.0%	Shares	Sole	2024-04-30
2023-12-31	$14,522	156	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.