Avantax Advisory Services’s CBRE Group CBRE Stock Holding History

Avantax Advisory Services’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	$1.86M	Sell	13,282 -2,766	-17%	-$350K	0.01%	839
2025 Q1	$2.1M	Buy	16,048 +1,357	+9%	+$184K	0.01%	715
2024 Q4	$1.93M	Buy	14,691 +4,872	+50%	+$638K	0.01%	724
2024 Q3	$1.22M	Buy	9,819 +478	+5%	+$52.1K	0.01%	923
2024 Q2	$832K	Buy	+9,341	New	+$829K	0.01%	1078
2022 Q1	–	Sell	-3,008	Closed	-$326K	–	1288
2021 Q4	$326K	Buy	3,008 +307	+11%	+$31.5K	﹤0.01%	937
2021 Q3	$263K	Buy	2,701 +200	+8%	+$18.6K	﹤0.01%	981
2021 Q2	$215K	Buy	+2,501	New	+$213K	﹤0.01%	1047

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's CBRE Position: Q2 2025 in Review

Avantax Advisory Services reduced its CBRE Group (CBRE) stake by 17% in Q2 2025, selling an estimated $350K and leaving 13,282 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #839.

Avantax Advisory Services first reported a position in CBRE in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.1M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

Avantax Advisory Services held 13,282 shares of CBRE Group worth $1.86M as of Q2 2025.
Avantax Advisory Services sold 2,766 CBRE Group shares in Q2 2025, an estimated $350K.
CBRE Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #839 holding.
Avantax Advisory Services first reported a position in CBRE Group in Q2 2021 and has held it in 8 quarters since.
Avantax Advisory Services's CBRE Group position peaked at $2.1M in Q1 2025.
1,013 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.