SPL
CBRE icon

Superior Planning, LLC’s CBRE Group CBRE Stock Holding History

Superior Planning, LLC’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
Q3 		$46.4K Buy
+361
New +$51.7K 0.02% 400

Other funds holding CBRE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's CBRE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CBRE Group (CBRE) in Q3 2026: 361 shares worth $46.4K. The stake represents 0.02% of the portfolio and ranks #400 among its holdings.

734 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Superior Planning, LLC held 361 shares of CBRE Group worth $46.4K as of Q3 2026.
  • CBRE Group was a new Superior Planning, LLC position in Q3 2026.
  • CBRE Group made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #400 holding.
  • 734 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.