Position in CBRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$269,110
+$18,239 QoQ
Shares Held
1,998
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#770
of 1,064 holders
Holding Since
Mar 2025
6 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, 2026PDS Planning, Inc holds $269,110 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
|
1,998 | $269,110 |
All Filings in CBRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,110 | 1,998 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $250,871 | 1,852 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,108 | 1,910 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $294,322 | 1,868 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $243,388 | 1,737 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $204,670 | 1,565 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||