AWM
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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
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

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

Activest Wealth Management's CBRE Position: Q2 2026 in Review

Activest Wealth Management reduced its CBRE Group (CBRE) stake by 89% in Q2 2026, selling an estimated $6.75K and leaving 6 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Activest Wealth Management first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.45K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Activest Wealth Management held 6 shares of CBRE Group worth $808 as of Q2 2026.
  • Activest Wealth Management sold 49 CBRE Group shares in Q2 2026, an estimated $6.75K.
  • CBRE Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #992 holding.
  • Activest Wealth Management first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's CBRE Group position peaked at $7.45K in Q1 2026.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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