ATPW
CBRE icon

Ashton Thomas Private Wealth’s CBRE Group CBRE Stock Holding History

Ashton Thomas Private Wealth’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 		$1.4M Buy
10,401
+142
+1% +$19.6K 0.03% 470
2026
Q1 		$1.39M Buy
10,259
+1,553
+18% +$236K 0.03% 450
2025
Q4 		$1.4M Buy
8,706
+86
+1% +$13.5K 0.03% 402
2025
Q3 		$1.36M Buy
8,620
+806
+10% +$125K 0.04% 394
2025
Q2 		$1.09M Buy
7,814
+1,665
+27% +$211K 0.04% 396
2025
Q1 		$804K Buy
6,149
+616
+11% +$83.7K 0.03% 435
2024
Q4 		$726K Buy
5,533
+39
+0.7% +$5.11K 0.03% 454
2024
Q3 		$684K Sell
5,494
-13
-0.2% -$1.42K 0.04% 391
2024
Q2 		$491K Buy
5,507
+13
+0.2% +$1.15K 0.03% 425
2024
Q1 		$534K Sell
5,494
-88
-2% -$7.9K 0.03% 402
2023
Q4 		$520K Buy
5,582
+85
+2% +$6.61K 0.03% 414
2023
Q3 		$406K Hold
5,497
– – 0.03% 431
2023
Q2 		$444K Buy
+5,497
New +$412K 0.03% 410
2020
Q1 		– Sell
-8,701
Closed -$533K – 215
2019
Q4 		$533K Buy
8,701
+1,092
+14% +$60.5K 0.18% 138
2019
Q3 		$403K Buy
7,609
+882
+13% +$46.4K 0.17% 119
2019
Q2 		$345K Buy
6,727
+1,911
+40% +$95K 0.13% 129
2019
Q1 		$238K Buy
+4,816
New +$226K 0.1% 165

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

Ashton Thomas Private Wealth's CBRE Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its CBRE Group (CBRE) stake by 1.4% in Q2 2026, buying an estimated $19.6K and bringing the position to 10,401 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #470.

Ashton Thomas Private Wealth first reported a position in CBRE in Q1 2019 and has held it in 17 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Ashton Thomas Private Wealth held 10,401 shares of CBRE Group worth $1.4M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 142 CBRE Group shares in Q2 2026, an estimated $19.6K.
  • CBRE Group made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #470 holding.
  • Ashton Thomas Private Wealth first reported a position in CBRE Group in Q1 2019 and has held it in 17 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.