Position in CBRE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$160,249
-$6,490 QoQ
Shares Held
1,183
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $325,115 across 17 Real Estate Services names. CBRE ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
This page
|
1,183 | $160,249 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
240 | $73,036 | |
| 3 | CSGP |
Costar Group, Inc.
|
1,302 | $52,522 | |
| 4 | CWK |
Cushman & Wakefield Ltd.
|
718 | $8,802 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
311 | $8,269 | |
| 6 | COMP |
Compass, Inc.
|
860 | $6,286 | |
| 7 | NMRK |
Newmark Group, Inc.
|
344 | $5,156 | |
| 8 | KW |
Kennedy-Wilson Holdings, Inc.
|
384 | $4,154 |
All Filings in CBRE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,249 | 1,183 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $166,739 | 1,037 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $156,614 | 994 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $138,718 | 990 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $134,834 | 1,031 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $129,320 | 985 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $116,762 | 938 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $79,664 | 894 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $91,794 | 944 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $83,222 | 894 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||