Atria Investments’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.91M | Buy |
28,870
+1,322
| +5% | +$201K | 0.04% | 443 |
|
|
2025
Q4 | $4.43M | Sell |
27,548
-2,102
| -7% | -$330K | 0.05% | 416 |
|
|
2025
Q3 | $4.67M | Buy |
29,650
+2,287
| +8% | +$354K | 0.05% | 411 |
|
|
2025
Q2 | $3.83M | Sell |
27,363
-1,693
| -6% | -$214K | 0.05% | 472 |
|
|
2025
Q1 | $3.8M | Buy |
29,056
+259
| +0.9% | +$35.2K | 0.05% | 453 |
|
|
2024
Q4 | $3.78M | Buy |
28,797
+915
| +3% | +$120K | 0.05% | 441 |
|
|
2024
Q3 | $3.47M | Sell |
27,882
-2,327
| -8% | -$254K | 0.04% | 473 |
|
|
2024
Q2 | $2.69M | Buy |
30,209
+566
| +2% | +$50.2K | 0.03% | 540 |
|
|
2024
Q1 | $2.88M | Buy |
29,643
+11,289
| +62% | +$1.01M | 0.04% | 520 |
|
|
2023
Q4 | $1.71M | Sell |
18,354
-8,549
| -32% | -$665K | 0.03% | 659 |
|
|
2023
Q3 | $1.99M | Buy |
26,903
+581
| +2% | +$48.2K | 0.04% | 566 |
|
|
2023
Q2 | $2.12M | Buy |
26,322
+5,100
| +24% | +$382K | 0.04% | 529 |
|
|
2023
Q1 | $1.55M | Buy |
21,222
+2,643
| +14% | +$216K | 0.03% | 640 |
|
|
2022
Q4 | $1.43M | Buy |
+18,579
| New | +$1.37M | 0.03% | 627 |
|
|
2022
Q3 | – | Sell |
-15,741
| Closed | -$1.16M | – | 743 |
|
|
2022
Q2 | $1.16M | Sell |
15,741
-959
| -6% | -$77.2K | 0.02% | 690 |
|
|
2022
Q1 | $1.53M | Sell |
16,700
-1,396
| -8% | -$136K | 0.03% | 667 |
|
|
2021
Q4 | $1.96M | Sell |
18,096
-644
| -3% | -$66K | 0.04% | 577 |
|
|
2021
Q3 | $1.82M | Buy |
18,740
+1,271
| +7% | +$118K | 0.03% | 563 |
|
|
2021
Q2 | $1.5M | Buy |
17,469
+501
| +3% | +$42.8K | 0.03% | 619 |
|
|
2021
Q1 | $1.34M | Buy |
+16,968
| New | +$1.2M | 0.03% | 598 |
|
|
2020
Q2 | – | Sell |
-9,956
| Closed | -$375K | – | 567 |
|
|
2020
Q1 | $375K | Sell |
9,956
-2,328
| -19% | -$129K | 0.03% | 403 |
|
|
2019
Q4 | $753K | Buy |
12,284
+3,407
| +38% | +$189K | 0.02% | 636 |
|
|
2019
Q3 | $471K | Sell |
8,877
-1,166
| -12% | -$61.3K | 0.02% | 598 |
|
|
2019
Q2 | $520K | Buy |
10,043
+1,211
| +14% | +$60.2K | 0.02% | 566 |
|
|
2019
Q1 | $437K | Sell |
8,832
-1,237
| -12% | -$58.1K | 0.02% | 570 |
|
|
2018
Q4 | $403K | Sell |
10,069
-304
| -3% | -$12.6K | 0.02% | 571 |
|
|
2018
Q3 | $457K | Buy |
10,373
+2,222
| +27% | +$106K | 0.02% | 615 |
|
|
2018
Q2 | $389K | Buy |
8,151
+1,024
| +14% | +$48.4K | 0.02% | 651 |
|
|
2018
Q1 | $337K | Sell |
7,127
-11
| -0.2% | -$501 | 0.02% | 636 |
|
|
2017
Q4 | $309K | Buy |
+7,138
| New | +$296K | 0.02% | 634 |
|
Other funds holding CBRE
VPM
VCM
Atria Investments's CBRE Position: Q1 2026 in Review
Atria Investments increased its CBRE Group (CBRE) stake by 4.8% in Q1 2026, buying an estimated $201K and bringing the position to 28,870 shares worth $3.91M. The position accounts for 0.04% of the portfolio, ranked #443.
Atria Investments first reported a position in CBRE in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.67M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.
- Atria Investments held 28,870 shares of CBRE Group worth $3.91M as of Q1 2026.
- Atria Investments bought 1,322 CBRE Group shares in Q1 2026, an estimated $201K.
- CBRE Group made up 0.04% of Atria Investments's portfolio in Q1 2026, its #443 holding.
- Atria Investments first reported a position in CBRE Group in Q4 2017 and has held it in 30 quarters since.
- Atria Investments's CBRE Group position peaked at $4.67M in Q3 2025.
- 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.