Position in CWK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,974
-$8,509 QoQ
Shares Held
1,193
-40.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
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, 2026Bell Investment Advisors, Inc holds $68,240 across 8 Real Estate Services names. CWK ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
187 | $25,187 | |
| 2 | CWK |
Cushman & Wakefield Ltd.
This page
|
1,193 | $15,974 | |
| 3 | BEKE |
KE Holdings Inc.
|
1,020 | $14,820 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
26 | $8,058 | |
| 5 | CSGP |
Costar Group, Inc.
|
56 | $1,585 | |
| 6 | FSV |
FirstService Corp
|
8 | $1,136 | |
| 7 | RMAX |
RE/MAX Holdings, Inc.
|
87 | $857 | |
| 8 | MMI |
Marcus & Millichap, Inc.
|
20 | $623 |
All Filings in CWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,974 | 1,193 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,483 | 1,997 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $32,979 | 2,037 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||