Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,348
+$12,138 QoQ
Shares Held
1,829
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#786
of 1,064 holders
Holding Since
Dec 2024
7 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, 2026Morey & Quinn Wealth Partners, LLC holds $246,348 across 1 Real Estate Services name. CBRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,829 | $246,348 |
All Filings in CBRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,348 | 1,829 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $234,210 | 1,729 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $278,005 | 1,729 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $256,665 | 1,629 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $228,255 | 1,629 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $245,997 | 1,881 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $237,766 | 1,811 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||