Position in CBRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$529,735
-$35,945 QoQ
Shares Held
3,933
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#651
of 1,064 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,339,676 across 4 Real Estate Services names. CBRE ranks #3 (22.6% of the industry book) .
All Filings in CBRE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,735 | 3,933 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $565,680 | 4,176 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||