AWM
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Atticus Wealth Management’s CBRE Group CBRE Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-455
Closed -$63.8K – 268
2025
Q2 		$63.8K Hold
455
– – 0.02% 289
2025
Q1 		$59.5K Hold
455
– – 0.02% 217
2024
Q4 		$59.7K Hold
455
– – 0.02% 228
2024
Q3 		$56.6K Hold
455
– – 0.02% 231
2024
Q2 		$40.5K Hold
455
– – 0.01% 255
2024
Q1 		$44.2K Hold
455
– – 0.01% 253
2023
Q4 		$42.4K Hold
455
– – 0.01% 261
2023
Q3 		$33.6K Hold
455
– – 0.01% 289
2023
Q2 		$36.7K Hold
455
– – 0.01% 287
2023
Q1 		$33.1K Hold
455
– – 0.01% 283
2022
Q4 		$35K Hold
455
– – 0.01% 285
2022
Q3 		$33K Hold
455
– – 0.02% 272
2022
Q2 		$33K Buy
+455
New +$36.6K 0.01% 295

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $74.9B 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return