Position in CBRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$143,526,471
-$5,132,480 QoQ
Shares Held
1,065,606
-2.9% QoQ
Ownership
0.368%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#49
of 1,063 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $162,544,353 across 22 Real Estate Services names. CBRE ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,065,606 | $143,526,471 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
28,264 | $8,760,426 | |
| 3 | CSGP |
Costar Group, Inc.
|
165,912 | $4,698,627 | |
| 4 | FSV |
FirstService Corp
|
14,177 | $2,014,693 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
34,239 | $1,067,229 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
72,864 | $975,648 | |
| 7 | CIGI |
Colliers International Group Inc.
|
7,590 | $711,866 | |
| 8 | OPEN |
Opendoor Technologies Inc.
|
109,313 | $487,945 |
All Filings in CBRE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,526,471 | 1,065,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $148,658,951 | 1,097,438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,457,721 | 9,066 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,120,093 | 7,109 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $711,529 | 5,078 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $598,579 | 4,577 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $605,246 | 4,610 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $330,244 | 2,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $68,970 | 774 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,768 | 265 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,375 | 47 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,329 | 18 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $14,391 | 187 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,831 | 116 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,538 | 116 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $28,920 | 316 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,725 | 191 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,302 | 75 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,429 | 75 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||