Position in CBRE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$25,052
+$1,347 QoQ
Shares Held
186
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#903
of 1,064 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $36,745 across 8 Real Estate Services names. CBRE ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
186 | $25,052 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
17 | $5,269 | |
| 3 | COMP |
Compass, Inc.
|
140 | $1,726 | |
| 4 | RMAX |
RE/MAX Holdings, Inc.
|
165 | $1,626 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
115 | $1,539 | |
| 6 | NMRK |
Newmark Group, Inc.
|
58 | $876 | |
| 7 | AGNT |
AGNT, Inc.
|
96 | $519 | |
| 8 | OPEN |
Opendoor Technologies Inc.
|
30 | $138 |
All Filings in CBRE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,052 | 186 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,705 | 175 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,341 | 27 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,466 | 22 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,802 | 20 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $784 | 6 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||