Position in CWK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$197,459
-$27,322 QoQ
Shares Held
16,106
+16.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 12.417732522041474.ToString("F0")%
Shared 0.ToString("F0")%
None 87.58226747795852.ToString("F0")%
Common Shares in CWK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $55,690,312 across 8 Real Estate Services names. CWK ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
|
239,515 | $33,278,214 | |
| 2 | CBRE |
Cbre Group, Inc.
|
118,153 | $16,005,005 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
7,077 | $2,153,672 | |
| 4 | CSGP |
Costar Group, Inc.
|
51,351 | $2,071,499 | |
| 5 | COMP |
Compass, Inc.
|
154,273 | $1,127,735 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
160,644 | $751,813 | |
| 7 | CWK |
Cushman & Wakefield Ltd.
This page
|
16,106 | $197,459 | |
| 8 | DOUG |
Douglas Elliman Inc.
|
63,973 | $104,915 |
All Filings in CWK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,459 | 16,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $224,781 | 13,884 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||