AWM
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Accredited Wealth Management’s CBRE Group CBRE Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$51.8K Buy
1,000
+671
+204% +$104K 0.04% 136
2025
Q2 		$46.1K Hold
329
– – 0.04% 142
2025
Q1 		$43K Buy
329
+254
+339% +$34.5K 0.04% 133
2024
Q4 		$9.85K Buy
+75
New +$9.82K 0.01% 251

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accredited Wealth Management's CBRE Position: Q3 2025 in Review

Accredited Wealth Management increased its CBRE Group (CBRE) stake by 204% in Q3 2025, buying an estimated $104K and bringing the position to 1,000 shares worth $51.8K. The position accounts for 0.04% of the portfolio, ranked #136.

Accredited Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 4 quarters since. 1,058 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • Accredited Wealth Management held 1,000 shares of CBRE Group worth $51.8K as of Q3 2025.
  • Accredited Wealth Management bought 671 CBRE Group shares in Q3 2025, an estimated $104K.
  • CBRE Group made up 0.04% of Accredited Wealth Management's portfolio in Q3 2025, its #136 holding.
  • Accredited Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 4 quarters since.
  • 1,058 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.