Atlantic Edge Private Wealth Management’s CBRE Group CBRE Stock Holding History

Atlantic Edge Private 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	$1.52M	Sell	11,280 -205	-2%	-$28.2K	0.31%	64
2026 Q1	$1.56M	Sell	11,485 -151	-1%	-$22.9K	0.38%	56
2025 Q4	$1.87M	Buy	11,636 +355	+3%	+$55.8K	0.46%	52
2025 Q3	$1.78M	Buy	11,281 +145	+1%	+$22.4K	0.46%	54
2025 Q2	$1.56M	Sell	11,136 -4,455	-29%	-$563K	0.43%	56
2025 Q1	$2.04M	Buy	+15,591	New	+$2.12M	0.62%	43

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CBRE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its CBRE Group (CBRE) stake by 1.8% in Q2 2026, selling an estimated $28.2K and leaving 11,280 shares worth $1.52M. The position accounts for 0.31% of the portfolio, ranked #64.

Atlantic Edge Private Wealth Management first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q1 2025. 314 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Atlantic Edge Private Wealth Management held 11,280 shares of CBRE Group worth $1.52M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 205 CBRE Group shares in Q2 2026, an estimated $28.2K.
CBRE Group made up 0.31% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #64 holding.
Atlantic Edge Private Wealth Management first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
Atlantic Edge Private Wealth Management's CBRE Group position peaked at $2.04M in Q1 2025.
314 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.