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Arkadios Wealth Advisors’s CBRE Group CBRE Stock Holding History

Arkadios Wealth 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 		$438K Buy
3,231
+558
+21% +$84.8K 0.01% 1180
2025
Q4 		$430K Buy
2,673
+238
+10% +$37.4K 0.01% 1081
2025
Q3 		$384K Buy
+2,435
New +$377K 0.01% 1062
2021
Q3 		– Sell
-1,100
Closed -$94K – 1885
2021
Q2 		$94K Hold
1,100
– – 0.01% 734
2021
Q1 		$87K Hold
1,100
– – 0.01% 563
2020
Q4 		$68K Buy
+1,100
New +$62.2K 0.01% 499

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arkadios Wealth Advisors's CBRE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its CBRE Group (CBRE) stake by 21% in Q1 2026, buying an estimated $84.8K and bringing the position to 3,231 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #1180.

Arkadios Wealth Advisors first reported a position in CBRE in Q4 2020 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Arkadios Wealth Advisors held 3,231 shares of CBRE Group worth $438K as of Q1 2026.
  • Arkadios Wealth Advisors bought 558 CBRE Group shares in Q1 2026, an estimated $84.8K.
  • CBRE Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1180 holding.
  • Arkadios Wealth Advisors first reported a position in CBRE Group in Q4 2020 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.