Position in CWK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,682
+$630 QoQ
Shares Held
275
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 308 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $50,251 across 8 Real Estate Services names. CWK ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
165 | $22,223 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
64 | $19,836 | |
| 3 | CWK |
Cushman & Wakefield Ltd.
This page
|
275 | $3,682 | |
| 4 | NMRK |
Newmark Group, Inc.
|
102 | $1,541 | |
| 5 | COMP |
Compass, Inc.
|
122 | $1,504 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
241 | $1,113 | |
| 7 | AGNT |
AGNT, Inc.
|
60 | $324 | |
| 8 | CSGP |
Costar Group, Inc.
|
1 | $28 |
All Filings in CWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,682 | 275 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,052 | 249 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,772 | 233 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||