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Atria Wealth Solutions’s CBRE Group CBRE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$479K Sell
3,422
-1,835
-35% -$232K 0.01% 928
2025
Q1 		$688K Sell
5,257
-5,138
-49% -$698K 0.01% 1043
2024
Q4 		$1.36M Buy
+10,395
New +$1.36M 0.01% 801
2022
Q3 		– Sell
-7,302
Closed -$538K – 1765
2022
Q2 		$538K Buy
7,302
+327
+5% +$26.3K 0.01% 934
2022
Q1 		$638K Buy
+6,975
New +$680K 0.01% 932

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's CBRE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its CBRE Group (CBRE) stake by 35% in Q2 2025, selling an estimated $232K and leaving 3,422 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #928.

Atria Wealth Solutions first reported a position in CBRE in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Atria Wealth Solutions held 3,422 shares of CBRE Group worth $479K as of Q2 2025.
  • Atria Wealth Solutions sold 1,835 CBRE Group shares in Q2 2025, an estimated $232K.
  • CBRE Group made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #928 holding.
  • Atria Wealth Solutions first reported a position in CBRE Group in Q1 2022 and has held it in 5 quarters since.
  • Atria Wealth Solutions's CBRE Group position peaked at $1.36M in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.