Synergy Investment Management, LLC
Position in CBRE — Cbre Group, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,876
+$8,821 QoQ
Shares Held
155
+74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#913
of 1,063 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $48,911 across 4 Real Estate Services names. CBRE ranks #1 (42.7% of the industry book) .
All Filings in CBRE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,876 | 155 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,055 | 89 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $9,546 | 73 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,584 | 73 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||