AO
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Advisor OS’s CBRE Group CBRE Stock Holding History

Advisor OS’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 		$203K Sell
1,507
-1,455
-49% -$200K 0.01% 572
2026
Q1 		$401K Sell
2,962
-61
-2% -$9.27K 0.03% 349
2025
Q4 		$486K Buy
3,023
+273
+10% +$42.9K 0.04% 283
2025
Q3 		$433K Buy
2,750
+1,039
+61% +$161K 0.04% 289
2025
Q2 		$240K Sell
1,711
-147
-8% -$18.6K 0.02% 395
2025
Q1 		$243K Sell
1,858
-758
-29% -$103K 0.03% 370
2024
Q4 		$343K Sell
2,616
-15,810
-86% -$2.07M 0.04% 292
2024
Q3 		$2.29M Sell
18,426
-5,428
-23% -$592K 0.23% 80
2024
Q2 		$2.13M Buy
23,854
+1,234
+5% +$109K 0.23% 83
2024
Q1 		$2.2M Buy
22,620
+4,104
+22% +$369K 0.25% 75
2023
Q4 		$1.72M Buy
18,516
+4,264
+30% +$331K 0.22% 80
2023
Q3 		$1.05M Buy
14,252
+6,756
+90% +$560K 0.16% 124
2023
Q2 		$605K Buy
+7,496
New +$561K 0.1% 187

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

Advisor OS's CBRE Position: Q2 2026 in Review

Advisor OS reduced its CBRE Group (CBRE) stake by 49% in Q2 2026, selling an estimated $200K and leaving 1,507 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #572.

Advisor OS first reported a position in CBRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Advisor OS held 1,507 shares of CBRE Group worth $203K as of Q2 2026.
  • Advisor OS sold 1,455 CBRE Group shares in Q2 2026, an estimated $200K.
  • CBRE Group made up 0.01% of Advisor OS's portfolio in Q2 2026, its #572 holding.
  • Advisor OS first reported a position in CBRE Group in Q2 2023 and has held it in 13 quarters since.
  • Advisor OS's CBRE Group position peaked at $2.29M in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.