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Addison Advisors’s CBRE Group CBRE Stock Holding History

Addison 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 		– Sell
-5
Closed -$678 – 746
2026
Q1 		$678 Sell
5
-2
-29% -$304 ﹤0.01% 910
2025
Q4 		$1.13K Buy
+7
New +$1.1K ﹤0.01% 830
2024
Q1 		– Sell
-34
Closed -$3.17K – 702
2023
Q4 		$3.17K Hold
34
– – ﹤0.01% 599
2023
Q3 		$2.51K Buy
+34
New +$2.82K ﹤0.01% 581
2023
Q1 		– Sell
-26
Closed -$2K – 651
2022
Q4 		$2K Buy
26
+1
+4% +$74 ﹤0.01% 560
2022
Q3 		$2K Buy
25
+8
+47% +$634 ﹤0.01% 554
2022
Q2 		$1K Sell
17
-6
-26% -$483 ﹤0.01% 578
2022
Q1 		$2K Buy
23
+7
+44% +$682 ﹤0.01% 573
2021
Q4 		$2K Buy
+16
New +$1.64K ﹤0.01% 520

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

Addison Advisors's CBRE Position: Q2 2026 in Review

Addison Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 5 shares — an estimated $678 sold.

Addison Advisors first reported a position in CBRE in Q4 2021 and held it in 9 quarters. The position peaked at $3.17K in Q4 2023. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Addison Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 5 CBRE Group shares in Q2 2026, an estimated $678.
  • Addison Advisors first reported a position in CBRE Group in Q4 2021 and held it in 9 quarters.
  • Addison Advisors's CBRE Group position peaked at $3.17K in Q4 2023.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.