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Advisors Capital Management’s CBRE Group CBRE Stock Holding History

Advisors Capital 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 		$514K Buy
3,813
+146
+4% +$20.1K 0.01% 432
2026
Q1 		$497K Buy
3,667
+1,256
+52% +$191K 0.01% 395
2025
Q4 		$388K Buy
2,411
+545
+29% +$85.7K ﹤0.01% 455
2025
Q3 		$294K Sell
1,866
-16
-0.9% -$2.48K ﹤0.01% 480
2025
Q2 		$264K Buy
1,882
+73
+4% +$9.23K ﹤0.01% 462
2025
Q1 		$237K Buy
+1,809
New +$246K ﹤0.01% 472
2024
Q4 		– Sell
-2,629
Closed -$327K – 509
2024
Q3 		$327K Buy
+2,629
New +$287K 0.01% 421

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

Advisors Capital Management's CBRE Position: Q2 2026 in Review

Advisors Capital Management increased its CBRE Group (CBRE) stake by 4% in Q2 2026, buying an estimated $20.1K and bringing the position to 3,813 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #432.

Advisors Capital Management first reported a position in CBRE in Q3 2024 and has held it in 7 quarters since. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Advisors Capital Management held 3,813 shares of CBRE Group worth $514K as of Q2 2026.
  • Advisors Capital Management bought 146 CBRE Group shares in Q2 2026, an estimated $20.1K.
  • CBRE Group made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #432 holding.
  • Advisors Capital Management first reported a position in CBRE Group in Q3 2024 and has held it in 7 quarters since.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.