Ascentis Wealth Management, LLC

Position in CBRE — Cbre Group, Inc.

CIK 2032602 DALLAS, TX

Position in CBRE

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

Position Value

$279,058

New position

Shares Held

2,072

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#761

of 1,064 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $330,629 across 3 Real Estate Services names. CBRE ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc. This page	2,072	$279,058
2	CSGP	Costar Group, Inc.	1,394	$39,472
3	FTHM	Fathom Holdings Inc.	11,980	$12,099

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,058	2,072	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.