Diversify Advisory Services, LLC

Position in CBRE — Cbre Group, Inc.

CIK 2021232 SANDY, UT

Position in CBRE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$529,735

+$126,065 QoQ

Shares Held

3,933

+32.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#652

of 1,064 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $2,339,676 across 4 Real Estate Services names. CBRE ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSGP	Costar Group, Inc.	25,570	$724,142
2	JLL	Jones Lang Lasalle Inc	2,251	$697,697
3	CBRE	Cbre Group, Inc. This page	3,933	$529,735
4	FSV	FirstService Corp	2,731	$388,102

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,735	3,933	+32.0%	Shares	Sole	2026-08-10
2026-03-31	$403,670	2,980	-22.1%	Shares	Sole	2026-05-04
2025-12-31	$614,700	3,823	-2.3%	Shares	Sole	2026-01-23
2025-09-30	$616,689	3,914	-0.9%	Shares	Sole	2025-11-13
2025-06-30	$553,474	3,950	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$521,550	3,988	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.