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Alphinity Investment Management’s CBRE Group CBRE Stock Holding History

Alphinity Investment 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 		– Sell
-1,235,262
Closed -$167M – 30
2026
Q1 		$167M Sell
1,235,262
-1,780,536
-59% -$271M 2.95% 16
2025
Q4 		$485M Buy
3,015,798
+39,173
+1% +$6.16M 4.91% 7
2025
Q3 		$469M Sell
2,976,625
-717,082
-19% -$111M 4.58% 8
2025
Q2 		$518M Sell
3,693,707
-1,565,627
-30% -$198M 4.43% 14
2025
Q1 		$688M Buy
5,259,334
+3,806,861
+262% +$517M 4.66% 9
2024
Q4 		$191M Buy
+1,452,473
New +$190M 1.04% 26

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

Alphinity Investment Management's CBRE Position: Q2 2026 in Review

Alphinity Investment Management sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,235,262 shares — an estimated $167M sold.

Alphinity Investment Management first reported a position in CBRE in Q4 2024 and held it in 6 quarters. The position peaked at $688M in Q1 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Alphinity Investment Management reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Alphinity Investment Management sold 1,235,262 CBRE Group shares in Q2 2026, an estimated $167M.
  • Alphinity Investment Management first reported a position in CBRE Group in Q4 2024 and held it in 6 quarters.
  • Alphinity Investment Management's CBRE Group position peaked at $688M in Q1 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.