Atlas Wealth’s CBRE Group CBRE Stock Holding History

Atlas 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	$235K	Hold	1,747	–	–	0.03%	157
2026 Q1	$237K	Buy	+1,747	New	+$265K	0.07%	105

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlas Wealth's CBRE Position: Q2 2026 in Review

Atlas Wealth held its CBRE Group (CBRE) position steady in Q2 2026 at 1,747 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #157.

Atlas Wealth first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $237K in Q1 2026. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Atlas Wealth held 1,747 shares of CBRE Group worth $235K as of Q2 2026.
Atlas Wealth left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 0.03% of Atlas Wealth's portfolio in Q2 2026, its #157 holding.
Atlas Wealth first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
Atlas Wealth's CBRE Group position peaked at $237K in Q1 2026.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.