AWM
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AE Wealth Management’s CBRE Group CBRE Stock Holding History

AE 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
Q1 		$2.41M Sell
17,791
-1,736
-9% -$264K 0.01% 591
2025
Q4 		$3.14M Buy
19,527
+1,596
+9% +$251K 0.02% 485
2025
Q3 		$2.83M Buy
17,931
+792
+5% +$123K 0.02% 478
2025
Q2 		$2.4M Buy
17,139
+885
+5% +$112K 0.02% 492
2025
Q1 		$2.13M Buy
16,254
+418
+3% +$56.8K 0.02% 514
2024
Q4 		$2.08M Sell
15,836
-427
-3% -$55.9K 0.02% 512
2024
Q3 		$2.02M Buy
16,263
+487
+3% +$53.1K 0.02% 526
2024
Q2 		$1.41M Sell
15,776
-955
-6% -$84.7K 0.01% 619
2024
Q1 		$1.63M Sell
16,731
-18,650
-53% -$1.67M 0.02% 545
2023
Q4 		$3.05M Sell
35,381
-12,032
-25% -$935K 0.02% 762
2023
Q3 		$3.5M Buy
47,413
+3,447
+8% +$286K 0.02% 656
2023
Q2 		$3.55M Sell
43,966
-217,759
-83% -$16.3M 0.02% 648
2023
Q1 		$19.1M Buy
261,725
+17,900
+7% +$1.46M 0.12% 198
2022
Q4 		$18.8M Buy
243,825
+201,277
+473% +$14.9M 0.14% 180
2022
Q3 		$2.87M Buy
42,548
+7,966
+23% +$631K 0.02% 587
2022
Q2 		$2.55M Buy
34,582
+3,964
+13% +$319K 0.02% 587
2022
Q1 		$2.8M Buy
30,618
+1,988
+7% +$194K 0.02% 609
2021
Q4 		$3.11M Buy
28,630
+1,153
+4% +$118K 0.02% 555
2021
Q3 		$2.67M Buy
27,477
+875
+3% +$81.3K 0.02% 549
2021
Q2 		$2.28M Buy
26,602
+2,296
+9% +$196K 0.02% 597
2021
Q1 		$1.92M Sell
24,306
-3,434
-12% -$243K 0.02% 576
2020
Q4 		$1.74M Sell
27,740
-5,057
-15% -$286K 0.02% 541
2020
Q3 		$1.54M Buy
32,797
+912
+3% +$41.6K 0.02% 508
2020
Q2 		$1.44M Sell
31,885
-12,605
-28% -$544K 0.02% 506
2020
Q1 		$1.68M Sell
44,490
-3,577
-7% -$198K 0.04% 347
2019
Q4 		$2.95M Buy
48,067
+6,925
+17% +$384K 0.06% 267
2019
Q3 		$2.18M Buy
41,142
+18,155
+79% +$955K 0.06% 260
2019
Q2 		$1.18M Buy
+22,987
New +$1.14M 0.04% 357

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's CBRE Position: Q1 2026 in Review

AE Wealth Management reduced its CBRE Group (CBRE) stake by 8.9% in Q1 2026, selling an estimated $264K and leaving 17,791 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #591.

AE Wealth Management first reported a position in CBRE in Q2 2019 and has held it in 28 quarters since. The position peaked at $19.1M in Q1 2023. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • AE Wealth Management held 17,791 shares of CBRE Group worth $2.41M as of Q1 2026.
  • AE Wealth Management sold 1,736 CBRE Group shares in Q1 2026, an estimated $264K.
  • CBRE Group made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #591 holding.
  • AE Wealth Management first reported a position in CBRE Group in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's CBRE Group position peaked at $19.1M in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.