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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atticus Wealth Management's CBRE Position: Q3 2025 in Review

Atticus Wealth Management sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 455 shares — an estimated $63.8K sold.

Atticus Wealth Management first reported a position in CBRE in Q2 2022 and held it in 13 quarters. The position peaked at $63.8K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

Atticus Wealth Management reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 455 CBRE Group shares in Q3 2025, an estimated $63.8K.
Atticus Wealth Management first reported a position in CBRE Group in Q2 2022 and held it in 13 quarters.
Atticus Wealth Management's CBRE Group position peaked at $63.8K in Q2 2025.
1,063 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.