Position in CWK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,331
-$59,477 QoQ
Shares Held
18,322
-26.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 308 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,144,727 across 3 Real Estate Services names. CWK ranks #3 (21.4% of the industry book) .
All Filings in CWK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,331 | 18,322 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $304,808 | 24,862 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $466,320 | 28,803 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||