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Alta Advisers’s CBRE Group CBRE Stock Holding History

Alta Advisers’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 		– Sell
-1,298
Closed -$209K – 210
2025
Q4 		$209K Sell
1,298
-300
-19% -$47.2K 0.08% 189
2025
Q3 		$252K Hold
1,598
– – 0.08% 206
2025
Q2 		$224K Hold
1,598
– – 0.08% 220
2025
Q1 		$209K Buy
+1,598
New +$217K 0.09% 219
2024
Q4 		– Sell
-1,000
Closed -$124K – 189
2024
Q3 		$124K Hold
1,000
– – 0.06% 239
2024
Q2 		$89.1K Hold
1,000
– – 0.04% 289
2024
Q1 		$97.2K Hold
1,000
– – 0.05% 286
2023
Q4 		$93.1K Hold
1,000
– – 0.05% 272
2023
Q3 		$73.9K Hold
1,000
– – 0.04% 303
2023
Q2 		$80.7K Hold
1,000
– – 0.05% 303
2023
Q1 		$72.8K Hold
1,000
– – 0.04% 317
2022
Q4 		$77K Hold
1,000
– – 0.05% 294
2022
Q3 		$68K Buy
+1,000
New +$79.3K 0.04% 317

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

Alta Advisers's CBRE Position: Q1 2026 in Review

Alta Advisers sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,298 shares — an estimated $209K sold.

Alta Advisers first reported a position in CBRE in Q3 2022 and held it in 13 quarters. The position peaked at $252K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Alta Advisers reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Alta Advisers sold 1,298 CBRE Group shares in Q1 2026, an estimated $209K.
  • Alta Advisers first reported a position in CBRE Group in Q3 2022 and held it in 13 quarters.
  • Alta Advisers's CBRE Group position peaked at $252K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.