Position in CWK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,513
+$324 QoQ
Shares Held
113
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
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, 2026LRI Investments, LLC holds $143,601 across 8 Real Estate Services names. CWK ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
438 | $58,992 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
159 | $49,281 | |
| 3 | CSGP |
Costar Group, Inc.
|
591 | $16,737 | |
| 4 | NMRK |
Newmark Group, Inc.
|
1,058 | $15,986 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
This page
|
113 | $1,513 | |
| 6 | REAX |
Real Brokerage Inc
|
50 | $902 | |
| 7 | COMP |
Compass, Inc.
|
8 | $98 | |
| 8 | OPEN |
Opendoor Technologies Inc.
|
20 | $92 |
All Filings in CWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513 | 113 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,189 | 97 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,570 | 97 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||