Position in CBRE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$942
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,033
of 1,062 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Planning Strategies Inc. holds $3,490 across 2 Real Estate Services names. CBRE ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
90 | $2,548 | |
| 2 | CBRE |
Cbre Group, Inc.
This page
|
7 | $942 |
All Filings in CBRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942 | 7 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||