Position in CSGP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$220,457
-$195,556 QoQ
Shares Held
5,465
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $967,208 across 1 Real Estate Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
7,181 | $967,208 |
All Filings in CSGP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,457 | 5,465 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $416,013 | 6,187 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $442,942 | 5,250 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $463,988 | 5,771 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $469,991 | 5,932 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $442,998 | 6,188 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $470,820 | 6,241 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $479,462 | 6,467 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $679,773 | 7,037 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $643,452 | 7,363 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $535,230 | 6,961 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $601,729 | 6,761 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $463,842 | 6,737 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $518,702 | 6,712 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $507,747 | 7,290 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,985,159 | 49,415 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $3,532,993 | 53,040 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $3,581,480 | 45,318 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $3,704,796 | 43,049 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,440,508 | 41,542 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,184,822 | 3,875 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $3,358,832 | 3,634 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,943,480 | 3,469 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $2,365,820 | 3,329 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $1,636,554 | 2,787 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||