Aprio Wealth Management
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Aprio Wealth Management’s CBRE Group CBRE Stock Holding History

Aprio Wealth 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
Q3 		$597K Buy
4,650
+1,178
+34% +$169K 0.03% 368
2026
Q2 		$468K Buy
3,472
+79
+2% +$10.9K 0.02% 397
2026
Q1 		$460K Sell
3,393
-910
-21% -$138K 0.03% 382
2025
Q4 		$692K Buy
4,303
+955
+29% +$150K 0.04% 256
2025
Q3 		$528K Buy
3,348
+890
+36% +$138K 0.05% 209
2025
Q2 		$344K Buy
+2,458
New +$311K 0.04% 252

Other funds holding CBRE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aprio Wealth Management's CBRE Position: Q3 2026 in Review

Aprio Wealth Management increased its CBRE Group (CBRE) stake by 34% in Q3 2026, buying an estimated $169K and bringing the position to 4,650 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #368.

Aprio Wealth Management first reported a position in CBRE in Q2 2025 and has held it in 6 quarters since. The position peaked at $692K in Q4 2025. 522 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Aprio Wealth Management held 4,650 shares of CBRE Group worth $597K as of Q3 2026.
  • Aprio Wealth Management bought 1,178 CBRE Group shares in Q3 2026, an estimated $169K.
  • CBRE Group made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #368 holding.
  • Aprio Wealth Management first reported a position in CBRE Group in Q2 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's CBRE Group position peaked at $692K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.