Position in CBRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,989
-$2,771 QoQ
Shares Held
1,663
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#805
of 1,064 holders
Holding Since
Mar 2026
2 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, 2026Asset One Wealth Management LLC holds $223,989 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
|
1,663 | $223,989 |
All Filings in CBRE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,989 | 1,663 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $226,760 | 1,674 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||