Activest Wealth Management
CBRE icon

Activest Wealth Management’s CBRE Group CBRE Stock Holding History

Activest 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
2026
Q3 		– Sell
-6
Closed -$808 – 1108
2026
Q2 		$808 Sell
6
-49
-89% -$6.75K ﹤0.01% 992
2026
Q1 		$7.45K Buy
55
+41
+293% +$6.23K ﹤0.01% 746
2025
Q4 		$2.25K Sell
14
-3
-18% -$472 ﹤0.01% 873
2025
Q3 		$2.68K Buy
17
+6
+55% +$928 ﹤0.01% 744
2025
Q2 		$1.54K Sell
11
-13
-54% -$1.64K ﹤0.01% 722
2025
Q1 		$3.14K Buy
+24
New +$3.26K ﹤0.01% 571

Other funds holding CBRE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Activest Wealth Management's CBRE Position: Q3 2026 in Review

Activest Wealth Management sold out of CBRE Group (CBRE) in Q3 2026, closing a stake of 6 shares — an estimated $808 sold.

Activest Wealth Management first reported a position in CBRE in Q1 2025 and held it in 6 quarters. The position peaked at $7.45K in Q1 2026. 429 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Activest Wealth Management reported no remaining CBRE Group position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 6 CBRE Group shares in Q3 2026, an estimated $808.
  • Activest Wealth Management first reported a position in CBRE Group in Q1 2025 and held it in 6 quarters.
  • Activest Wealth Management's CBRE Group position peaked at $7.45K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.