Annis Gardner Whiting Capital Advisors’s CBRE Group CBRE Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$1.17M	Buy	8,657 +14	+0.2%	+$1.93K	0.18%	102
2026 Q1	$1.17M	Buy	8,643 +76	+0.9%	+$11.5K	0.19%	94
2025 Q4	$1.38M	Sell	8,567 -20	-0.2%	-$3.15K	0.26%	68
2025 Q3	$1.35M	Buy	8,587 +7,906	+1,161%	+$1.22M	0.28%	63
2025 Q2	$95.4K	Buy	681 +93	+16%	+$11.8K	0.03%	306
2025 Q1	$76.9K	Sell	588 -7,296	-93%	-$991K	0.03%	306
2024 Q4	$1.04M	Buy	7,884 +24	+0.3%	+$3.14K	0.29%	65
2024 Q3	$978K	Sell	7,860 -7	-0.1%	-$763	0.28%	71
2024 Q2	$701K	Buy	7,867 +822	+12%	+$72.9K	0.2%	98
2024 Q1	$685K	Buy	7,045 +612	+10%	+$55K	0.25%	80
2023 Q4	$599K	Buy	6,433 +650	+11%	+$50.5K	0.26%	75
2023 Q3	$427K	Buy	+5,783	New	+$480K	0.23%	85

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CBRE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its CBRE Group (CBRE) stake by 0.16% in Q2 2026, buying an estimated $1.93K and bringing the position to 8,657 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #102.

Annis Gardner Whiting Capital Advisors first reported a position in CBRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 8,657 shares of CBRE Group worth $1.17M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 14 CBRE Group shares in Q2 2026, an estimated $1.93K.
CBRE Group made up 0.18% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #102 holding.
Annis Gardner Whiting Capital Advisors first reported a position in CBRE Group in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's CBRE Group position peaked at $1.38M in Q4 2025.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.