3Chopt Investment Partners’s CBRE Group CBRE Stock Holding History

3Chopt Investment Partners’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	8,826 -1,427	-14%	-$197K	0.22%	90
2026 Q1	$1.39M	Buy	10,253 +563	+6%	+$85.5K	0.32%	73
2025 Q4	$1.56M	Buy	9,690 +445	+5%	+$70K	0.35%	68
2025 Q3	$1.46M	Sell	9,245 -141	-2%	-$21.8K	0.33%	72
2025 Q2	$1.32M	Sell	9,386 -123	-1%	-$15.6K	0.32%	74
2025 Q1	$1.24M	Buy	+9,509	New	+$1.29M	0.33%	75
2024 Q3	–	Sell	-9,473	Closed	-$844K	–	88
2024 Q2	$844K	Buy	+9,473	New	+$840K	0.26%	86
2024 Q1	–	Sell	-9,466	Closed	-$881K	–	83
2023 Q4	$881K	Buy	+9,466	New	+$736K	0.32%	80
2023 Q3	–	Sell	-9,474	Closed	-$765K	–	74
2023 Q2	$765K	Buy	9,474 +13	+0.1%	+$973	0.38%	67
2023 Q1	$689K	Buy	9,461 +772	+9%	+$63.1K	0.37%	73
2022 Q4	$669K	Buy	+8,689	New	+$642K	0.37%	64

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

3Chopt Investment Partners's CBRE Position: Q2 2026 in Review

3Chopt Investment Partners reduced its CBRE Group (CBRE) stake by 14% in Q2 2026, selling an estimated $197K and leaving 8,826 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #90.

3Chopt Investment Partners first reported a position in CBRE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 374 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

3Chopt Investment Partners held 8,826 shares of CBRE Group worth $1.19M as of Q2 2026.
3Chopt Investment Partners sold 1,427 CBRE Group shares in Q2 2026, an estimated $197K.
CBRE Group made up 0.22% of 3Chopt Investment Partners's portfolio in Q2 2026, its #90 holding.
3Chopt Investment Partners first reported a position in CBRE Group in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's CBRE Group position peaked at $1.56M in Q4 2025.
374 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.