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Advisornet Financial’s CBRE Group CBRE Stock Holding History

Advisornet Financial’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 		$1.21K Sell
9
-3
-25% -$413 ﹤0.01% 1996
2026
Q1 		$1.63K Buy
12
+6
+100% +$912 ﹤0.01% 1942
2025
Q4 		$965 Hold
6
– – ﹤0.01% 2002
2025
Q3 		$945 Hold
6
– – ﹤0.01% 1974
2025
Q2 		$841 Sell
6
-21
-78% -$2.66K ﹤0.01% 1970
2025
Q1 		$3.53K Buy
27
+23
+575% +$3.13K ﹤0.01% 1682
2024
Q4 		$566 Sell
4
-91
-96% -$11.9K ﹤0.01% 1752
2024
Q3 		$11.9K Buy
95
+2
+2% +$218 ﹤0.01% 1371
2024
Q2 		$8.31K Sell
93
-10
-10% -$887 ﹤0.01% 1362
2024
Q1 		$10K Sell
103
-130
-56% -$11.7K ﹤0.01% 1284
2023
Q4 		$21.7K Buy
233
+19
+9% +$1.48K ﹤0.01% 1055
2023
Q3 		$15.8K Sell
214
-57
-21% -$4.73K ﹤0.01% 1107
2023
Q2 		$21.9K Buy
271
+14
+5% +$1.05K ﹤0.01% 1056
2023
Q1 		$18.7K Sell
257
-40
-13% -$3.27K ﹤0.01% 1097
2022
Q4 		$22.9K Sell
297
-19
-6% -$1.4K ﹤0.01% 1015
2022
Q3 		$21K Buy
316
+101
+47% +$8.01K ﹤0.01% 1082
2022
Q2 		$16K Sell
215
-586
-73% -$47.2K ﹤0.01% 1200
2022
Q1 		$73K Buy
801
+11
+1% +$1.07K ﹤0.01% 840
2021
Q4 		$86K Buy
790
+15
+2% +$1.54K 0.01% 858
2021
Q3 		$75K Hold
775
– – 0.01% 880
2021
Q2 		$66K Hold
775
– – ﹤0.01% 904
2021
Q1 		$61K Sell
775
-200
-21% -$14.1K ﹤0.01% 881
2020
Q4 		$61K Sell
975
-362
-27% -$20.5K ﹤0.01% 814
2020
Q3 		$63K Buy
1,337
+1,100
+464% +$50.2K 0.01% 798
2020
Q2 		$11K Buy
237
+75
+46% +$3.23K ﹤0.01% 1273
2020
Q1 		$6K Sell
162
-568
-78% -$31.4K ﹤0.01% 1380
2019
Q4 		$45K Hold
730
– – ﹤0.01% 928
2019
Q3 		$39K Buy
730
+600
+462% +$31.6K ﹤0.01% 986
2019
Q2 		$7K Buy
+130
New +$6.46K ﹤0.01% 1303

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

Advisornet Financial's CBRE Position: Q2 2026 in Review

Advisornet Financial reduced its CBRE Group (CBRE) stake by 25% in Q2 2026, selling an estimated $413 and leaving 9 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Advisornet Financial first reported a position in CBRE in Q2 2019 and has held it in 29 quarters since. The position peaked at $86K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Advisornet Financial held 9 shares of CBRE Group worth $1.21K as of Q2 2026.
  • Advisornet Financial sold 3 CBRE Group shares in Q2 2026, an estimated $413.
  • CBRE Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1996 holding.
  • Advisornet Financial first reported a position in CBRE Group in Q2 2019 and has held it in 29 quarters since.
  • Advisornet Financial's CBRE Group position peaked at $86K in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.