Position in CBRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$638,565
-$1,483 QoQ
Shares Held
4,741
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#617
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $1,001,103 across 2 Real Estate Services names. CBRE ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
4,741 | $638,565 | |
| 2 | COMP |
Compass, Inc.
|
29,403 | $362,538 |
All Filings in CBRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,565 | 4,741 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $640,048 | 4,725 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $787,067 | 4,895 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $732,811 | 4,651 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $579,816 | 4,138 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $443,736 | 3,393 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $323,367 | 2,463 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||