UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CWK — Cushman & Wakefield Ltd.
CIK 1463217
IRVING, TX
Position in CWK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$128,006
New position
Shares Held
10,441
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Real Estate Services
Real Estate · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,756,632 across 7 Real Estate Services names. CWK ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
55,121 | $7,658,511 | |
| 2 | CBRE |
Cbre Group, Inc.
|
15,154 | $2,052,760 | |
| 3 | CSGP |
Costar Group, Inc.
|
10,563 | $426,111 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
1,293 | $393,485 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
This page
|
10,441 | $128,006 | |
| 6 | AGNT |
AGNT, Inc.
|
12,092 | $72,431 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
15,444 | $25,328 |
All Filings in CWK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,006 | 10,441 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||