Position in CSGP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$232,761
-$107,002 QoQ
Shares Held
5,770
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in CSGP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $554,249 across 1 Real Estate Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
4,115 | $554,249 |
All Filings in CSGP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,761 | 5,770 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $339,763 | 5,053 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $486,308 | 5,764 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $470,581 | 5,853 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $464,129 | 5,858 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $417,226 | 5,828 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $432,874 | 5,738 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $447,657 | 6,038 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $602,301 | 6,235 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $460,982 | 5,275 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $339,469 | 4,415 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $437,346 | 4,914 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $282,147 | 4,098 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||