VALLEY NATIONAL ADVISERS INC

Position in CBRE — Cbre Group, Inc.

CIK 773411 BETHLEHEM, PA

Position in CBRE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,346

+$1,342 QoQ

Shares Held

-64.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,023

of 1,064 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $16,453 across 3 Real Estate Services names. CBRE ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COMP	Compass, Inc.	1,200	$14,796
2	CBRE	Cbre Group, Inc. This page	10	$1,346
3	CSGP	Costar Group, Inc.	11	$311

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,346	10	-64.3%	Shares	Sole	2026-07-29
2025-12-31	$4	28	+27.3%	Shares	Sole	2026-01-23
2025-09-30	$3	22	-70.7%	Shares	Sole	2025-10-17
2024-06-30	$6	75	+7.1%	Shares	Sole	2024-07-18
2024-03-31	$6	70	+27.3%	Shares	Sole	2024-04-19
2023-12-31	$5,119	55	+31.0%	Shares	Sole	2024-01-25
2022-09-30	$2,835	42	0.0%	Shares	Sole	2022-11-08
2022-06-30	$3,091	42	0.0%	Shares	Sole	2022-07-15
2022-03-31	$3,843	42	0.0%	Shares	Sole	2022-05-06
2021-12-31	$4,557	42	0.0%	Shares	Sole	2022-02-11
2021-09-30	$4,089	42	0.0%	Shares	Sole	2021-11-10
2021-06-30	$3,600	42	0.0%	Shares	Sole	2021-08-02
2021-03-31	$3,322	42	0.0%	Shares	Sole	2021-05-07
2020-12-31	$2,634	42	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,972	42	0.0%	Shares	Sole	2020-11-13
2020-06-30	$1,899	42	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.