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Applied Finance Capital Management’s CBRE Group CBRE Stock Holding History

Applied Finance Capital 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 		$15M Sell
111,565
-1,340
-1% -$185K 1.12% 36
2026
Q1 		$15.3M Sell
112,905
-14,635
-11% -$2.22M 1.15% 39
2025
Q4 		$20.5M Sell
127,540
-20,733
-14% -$3.26M 1.47% 23
2025
Q3 		$23.4M Sell
148,273
-23,320
-14% -$3.61M 1.66% 25
2025
Q2 		$24M Buy
171,593
+10,918
+7% +$1.38M 1.64% 21
2025
Q1 		$21M Sell
160,675
-201,008
-56% -$27.3M 1.55% 27
2024
Q4 		$47.5M Buy
+361,683
New +$47.4M 2.06% 17

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

Applied Finance Capital Management's CBRE Position: Q2 2026 in Review

Applied Finance Capital Management reduced its CBRE Group (CBRE) stake by 1.2% in Q2 2026, selling an estimated $185K and leaving 111,565 shares worth $15M. The position accounts for 1.12% of the portfolio, ranked #36.

Applied Finance Capital Management first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.5M in Q4 2024. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Applied Finance Capital Management held 111,565 shares of CBRE Group worth $15M as of Q2 2026.
  • Applied Finance Capital Management sold 1,340 CBRE Group shares in Q2 2026, an estimated $185K.
  • CBRE Group made up 1.12% of Applied Finance Capital Management's portfolio in Q2 2026, its #36 holding.
  • Applied Finance Capital Management first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Applied Finance Capital Management's CBRE Group position peaked at $47.5M in Q4 2024.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.