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Aptus Capital Advisors’s CBRE Group CBRE Stock Holding History

Aptus 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
Q1 		– Sell
-2,082
Closed -$335K – 1693
2025
Q4 		$335K Buy
2,082
+126
+6% +$19.8K ﹤0.01% 858
2025
Q3 		$308K Buy
1,956
+289
+17% +$44.7K ﹤0.01% 836
2025
Q2 		$234K Sell
1,667
-33
-2% -$4.17K ﹤0.01% 896
2025
Q1 		$222K Buy
1,700
+77
+5% +$10.5K ﹤0.01% 857
2024
Q4 		$213K Buy
+1,623
New +$213K ﹤0.01% 878

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's CBRE Position: Q1 2026 in Review

Aptus Capital Advisors sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 2,082 shares — an estimated $335K sold.

Aptus Capital Advisors first reported a position in CBRE in Q4 2024 and held it in 5 quarters. The position peaked at $335K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Aptus Capital Advisors reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,082 CBRE Group shares in Q1 2026, an estimated $335K.
  • Aptus Capital Advisors first reported a position in CBRE Group in Q4 2024 and held it in 5 quarters.
  • Aptus Capital Advisors's CBRE Group position peaked at $335K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.