Rothwell Investment Advisors, LLC’s CBRE Group CBRE Stock Holding History

Rothwell Investment Advisors, 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	$56.5K	Buy	+440	New	+$63.1K	0.03%	403

Other funds holding CBRE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CBRE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CBRE Group (CBRE) in Q3 2026: 440 shares worth $56.5K. The stake represents 0.03% of the portfolio and ranks #403 among its holdings.

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

Rothwell Investment Advisors, LLC held 440 shares of CBRE Group worth $56.5K as of Q3 2026.
CBRE Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
CBRE Group made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #403 holding.
522 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.