Position in CBRE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,418
-$1,656 QoQ
Shares Held
40
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Medallion Wealth Advisors, LLC holds $1,192,061 across 3 Real Estate Services names.
All Filings in CBRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,418 | 40 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,074 | 44 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $6,932 | 44 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $3,783 | 27 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $2,223 | 17 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||