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Ameritas Advisory Services’s CBRE Group CBRE Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-69
Closed -$10.9K – 1097
2025
Q3 		$10.9K Sell
69
-49
-42% -$7.58K ﹤0.01% 1627
2025
Q2 		$16.5K Buy
+118
New +$14.9K ﹤0.01% 1813
2023
Q2 		– Sell
-598
Closed -$43.5K – 840
2023
Q1 		$43.5K Buy
+598
New +$48.9K ﹤0.01% 1313

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Ameritas Advisory Services's CBRE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 69 shares — an estimated $10.9K sold.

Ameritas Advisory Services first reported a position in CBRE in Q1 2023 and held it in 3 quarters. The position peaked at $43.5K in Q1 2023. 1,113 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Ameritas Advisory Services reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 69 CBRE Group shares in Q4 2025, an estimated $10.9K.
  • Ameritas Advisory Services first reported a position in CBRE Group in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's CBRE Group position peaked at $43.5K in Q1 2023.
  • 1,113 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.