AWA
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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
Q2 		$385K Sell
2,859
-372
-12% -$51.3K 0.01% 1255
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 $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

Arkadios Wealth Advisors's CBRE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its CBRE Group (CBRE) stake by 12% in Q2 2026, selling an estimated $51.3K and leaving 2,859 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1255.

Arkadios Wealth Advisors first reported a position in CBRE in Q4 2020 and has held it in 7 quarters since. The position peaked at $438K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Arkadios Wealth Advisors held 2,859 shares of CBRE Group worth $385K as of Q2 2026.
  • Arkadios Wealth Advisors sold 372 CBRE Group shares in Q2 2026, an estimated $51.3K.
  • CBRE Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1255 holding.
  • Arkadios Wealth Advisors first reported a position in CBRE Group in Q4 2020 and has held it in 7 quarters since.
  • Arkadios Wealth Advisors's CBRE Group position peaked at $438K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.