AWM
CBRE icon

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
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

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

Aprio Wealth Management's CBRE Position: Q2 2026 in Review

Aprio Wealth Management increased its CBRE Group (CBRE) stake by 2.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,472 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #397.

Aprio Wealth Management first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $692K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Aprio Wealth Management held 3,472 shares of CBRE Group worth $468K as of Q2 2026.
  • Aprio Wealth Management bought 79 CBRE Group shares in Q2 2026, an estimated $10.9K.
  • CBRE Group made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Aprio Wealth Management first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's CBRE Group position peaked at $692K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.