Position in CSGP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$207,217
-$37,848 QoQ
Shares Held
7,317
+20.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#532
of 747 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $899,792 across 2 Real Estate Services names. CSGP ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
5,142 | $692,575 | |
| 2 | CSGP |
Costar Group, Inc.
This page
|
7,317 | $207,217 |
All Filings in CSGP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,217 | 7,317 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $245,065 | 6,075 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $502,686 | 7,476 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $652,180 | 7,730 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $626,235 | 7,789 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $653,013 | 8,242 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $556,755 | 7,777 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $494,358 | 6,553 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $380,560 | 5,133 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $526,180 | 5,447 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $485,364 | 5,554 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $526,927 | 6,853 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,719,035 | 19,315 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,272,623 | 18,484 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,518,320 | 19,647 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $925,021 | 13,281 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $939,979 | 15,560 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $996,885 | 14,966 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $842,538 | 10,661 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $713,867 | 8,295 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $472,570 | 5,706 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $292,592 | 356 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||