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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
Q2 		$651K Sell
4,833
-291
-6% -$40.1K 0.02% 653
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 $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

Atomi Financial Group's CBRE Position: Q2 2026 in Review

Atomi Financial Group reduced its CBRE Group (CBRE) stake by 5.7% in Q2 2026, selling an estimated $40.1K and leaving 4,833 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #653.

Atomi Financial Group first reported a position in CBRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $954K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Atomi Financial Group held 4,833 shares of CBRE Group worth $651K as of Q2 2026.
  • Atomi Financial Group sold 291 CBRE Group shares in Q2 2026, an estimated $40.1K.
  • CBRE Group made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #653 holding.
  • Atomi Financial Group first reported a position in CBRE Group in Q2 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's CBRE Group position peaked at $954K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.