AWA
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Aaron Wealth Advisors’s CBRE Group CBRE Stock Holding History

Aaron Wealth Advisors’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 		$252K Sell
1,872
-814
-30% -$112K 0.01% 625
2026
Q1 		$364K Sell
2,686
-1,635
-38% -$248K 0.02% 487
2025
Q4 		$695K Buy
4,321
+485
+13% +$76.3K 0.04% 344
2025
Q3 		$604K Buy
3,836
+1,626
+74% +$252K 0.04% 354
2025
Q2 		$310K Sell
2,210
-34
-2% -$4.3K 0.03% 351
2025
Q1 		$293K Buy
2,244
+108
+5% +$14.7K 0.03% 333
2024
Q4 		$280K Buy
2,136
+274
+15% +$35.9K 0.03% 332
2024
Q3 		$232K Buy
+1,862
New +$203K 0.03% 376
2022
Q2 		– Sell
-408
Closed -$37.3K – 295
2022
Q1 		$37.3K Buy
+408
New +$39.8K 0.01% 493

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aaron Wealth Advisors's CBRE Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its CBRE Group (CBRE) stake by 30% in Q2 2026, selling an estimated $112K and leaving 1,872 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #625.

Aaron Wealth Advisors first reported a position in CBRE in Q1 2022 and has held it in 9 quarters since. The position peaked at $695K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Aaron Wealth Advisors held 1,872 shares of CBRE Group worth $252K as of Q2 2026.
  • Aaron Wealth Advisors sold 814 CBRE Group shares in Q2 2026, an estimated $112K.
  • CBRE Group made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • Aaron Wealth Advisors first reported a position in CBRE Group in Q1 2022 and has held it in 9 quarters since.
  • Aaron Wealth Advisors's CBRE Group position peaked at $695K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.