Position in CSGP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,203,035
-$2,646,845 QoQ
Shares Held
79,401
-8.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 75.89570229155699.ToString("F0")%
Shared 4.3295741084541.ToString("F0")%
None 19.774723599988917.ToString("F0")%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $41,149,155 across 10 Real Estate Services names. CSGP ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
74,986 | $22,819,739 | |
| 2 | CBRE |
Cbre Group, Inc.
|
97,656 | $13,228,481 | |
| 3 | CSGP |
Costar Group, Inc.
This page
|
79,401 | $3,203,035 | |
| 4 | NMRK |
Newmark Group, Inc.
|
43,197 | $647,523 | |
| 5 | IHS |
IHS Holding Ltd
|
45,000 | $370,350 | |
| 6 | AGNT |
AGNT, Inc.
|
46,064 | $275,923 | |
| 7 | BEKE |
KE Holdings Inc.
|
12,132 | $181,616 | |
| 8 | COMP |
Compass, Inc.
|
19,890 | $145,395 |
All Filings in CSGP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,203,035 | 79,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,849,880 | 87,000 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $9,479,895 | 112,361 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,524,987 | 118,470 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $10,505,579 | 132,596 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,675,752 | 358,650 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $40,941,363 | 542,701 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $40,085,717 | 540,676 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $43,068,433 | 445,843 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $32,643,922 | 373,543 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,586,436 | 293,750 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $24,318,182 | 273,238 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $18,552,802 | 269,467 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,542,742 | 32,903 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||