Position in CWK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$870
+$74 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 311 holders
Holding Since
Mar 2026
2 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, 2026Cornerstone Planning Group LLC holds $55,653 across 7 Real Estate Services names. CWK ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
196 | $26,399 | |
| 2 | FSV |
FirstService Corp
|
130 | $18,474 | |
| 3 | CSGP |
Costar Group, Inc.
|
232 | $6,570 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
8 | $2,479 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
This page
|
65 | $870 | |
| 6 | STHO |
Star Holdings
|
58 | $529 | |
| 7 | NMRK |
Newmark Group, Inc.
|
22 | $332 |
All Filings in CWK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870 | 65 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $796 | 65 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||