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Atomi Financial Group’s CBRE Group CBRE Stock Holding History

Atomi Financial Group’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 		$694K Sell
5,124
-809
-14% -$123K 0.02% 571
2025
Q4 		$954K Buy
5,933
+570
+11% +$89.6K 0.03% 426
2025
Q3 		$845K Buy
5,363
+735
+16% +$114K 0.03% 439
2025
Q2 		$648K Buy
4,628
+546
+13% +$69K 0.02% 488
2025
Q1 		$534K Buy
4,082
+549
+16% +$74.6K 0.02% 510
2024
Q4 		$464K Buy
3,533
+303
+9% +$39.7K 0.02% 514
2024
Q3 		$402K Buy
3,230
+819
+34% +$89.3K 0.03% 547
2024
Q2 		$215K Buy
+2,411
New +$214K 0.02% 716

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

Atomi Financial Group's CBRE Position: Q1 2026 in Review

Atomi Financial Group reduced its CBRE Group (CBRE) stake by 14% in Q1 2026, selling an estimated $123K and leaving 5,124 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #571.

Atomi Financial Group first reported a position in CBRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $954K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Atomi Financial Group held 5,124 shares of CBRE Group worth $694K as of Q1 2026.
  • Atomi Financial Group sold 809 CBRE Group shares in Q1 2026, an estimated $123K.
  • CBRE Group made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #571 holding.
  • Atomi Financial Group first reported a position in CBRE Group in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's CBRE Group position peaked at $954K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.