Position in CBRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$58,992
+$10,498 QoQ
Shares Held
438
+22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#871
of 1,064 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $143,601 across 8 Real Estate Services names. CBRE ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
438 | $58,992 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
159 | $49,281 | |
| 3 | CSGP |
Costar Group, Inc.
|
591 | $16,737 | |
| 4 | NMRK |
Newmark Group, Inc.
|
1,058 | $15,986 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
113 | $1,513 | |
| 6 | REAX |
Real Brokerage Inc
|
496 | $902 | |
| 7 | COMP |
Compass, Inc.
|
8 | $98 | |
| 8 | OPEN |
Opendoor Technologies Inc.
|
20 | $92 |
All Filings in CBRE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,992 | 438 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $48,494 | 358 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $61,260 | 381 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $75,785 | 481 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $67,537 | 482 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $69,704 | 533 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $79,955 | 609 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $85,393 | 686 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $293,349 | 3,292 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,084 | 42 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||