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DIVERSIFY WEALTH MANAGEMENT, LLC

Position in CBRE — Cbre Group, Inc.

CIK 2030780 SANDY, UT

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, 2026

DIVERSIFY WEALTH MANAGEMENT, 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) Open
3 CBRE
Cbre Group, Inc.
This page
3,933 $529,735

All Filings in CBRE

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $529,735 3,933
2026-03-31 $565,680 4,176