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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s CBRE Group CBRE Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q1 		– Sell
-7,539
Closed -$1.21M – 66
2025
Q4 		$1.21M Buy
+7,539
New +$1.19M 0.77% 38
2025
Q1 		– Sell
-7,925
Closed -$1.04M – 70
2024
Q4 		$1.04M Buy
+7,925
New +$1.04M 0.71% 42

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CBRE Position: Q1 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 7,539 shares — an estimated $1.21M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CBRE in Q4 2024 and held it in 2 quarters. The position peaked at $1.21M in Q4 2025. 1,079 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 7,539 CBRE Group shares in Q1 2026, an estimated $1.21M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in CBRE Group in Q4 2024 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's CBRE Group position peaked at $1.21M in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2026, filed 10 Aug 2026.