Position in CBRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,204,532
+$69,649 QoQ
Shares Held
8,943
+6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#524
of 1,063 holders
Holding Since
Mar 2021
22 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, 2026Clearstead Advisors, LLC holds $1,686,932 across 18 Real Estate Services names. CBRE ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
8,943 | $1,204,532 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
1,094 | $339,085 | |
| 3 | FSV |
FirstService Corp
|
438 | $62,244 | |
| 4 | CIGI |
Colliers International Group Inc.
|
599 | $56,180 | |
| 5 | CSGP |
Costar Group, Inc.
|
586 | $16,595 | |
| 6 | ASPS |
Altisource Portfolio Solutions S.A.
|
19,815 | $2,122 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
52 | $1,620 | |
| 8 | NMRK |
Newmark Group, Inc.
|
79 | $1,193 |
All Filings in CBRE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,532 | 8,943 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,134,883 | 8,378 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,659,352 | 10,320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,460,738 | 9,271 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,246,507 | 8,896 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,064,026 | 8,136 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,134,870 | 8,644 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,023,225 | 8,220 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $741,395 | 8,320 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $287,635 | 2,958 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $280,852 | 3,017 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $222,835 | 3,017 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $243,502 | 3,017 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $194,184 | 2,667 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $205,252 | 2,667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $185,247 | 2,744 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $201,984 | 2,744 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $186,700 | 2,040 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $172,205 | 1,587 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,360 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $88,902 | 1,037 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $80,138 | 1,013 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||