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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

CBRE holding history

Cbre Group, Inc. in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBRE overviewAll 13F holders of CBREFull Q2 2026 holdings

Shares (Q2 2026)
1,507
Value
$203.0K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of CBRE by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,507$203.0K<0.1%−1,455−49.1%ReducedHolders
Q1 20262,962$401.2K<0.1%−61−2.0%ReducedHolders
Q4 20253,023$486.1K<0.1%+273+9.9%AddedHolders
Q3 20252,750$433.3K<0.1%+1,039+60.7%AddedHolders
Q2 20251,711$239.7K<0.1%−147−7.9%ReducedHolders
Q1 20251,858$243.0K<0.1%−758−29.0%ReducedHolders
Q4 20242,616$343.5K<0.1%−15,810−85.8%ReducedHolders
Q3 202418,426$2.29M0.2%−5,428−22.8%ReducedHolders
Q2 202423,854$2.13M0.2%+1,234+5.5%AddedHolders
Q1 202422,620$2.20M0.3%+4,104+22.2%AddedHolders
Q4 202318,516$1.72M0.2%+4,264+29.9%AddedHolders
Q3 202314,252$1.05M0.2%+6,756+90.1%AddedHolders
Q2 20237,496$605.0K0.1%+7,496NewHolders