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Aventura Private Wealth’s CBRE Group CBRE Stock Holding History

Aventura Private Wealth’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
2026
Q2 		$56K Hold
416
– – 0.02% 327
2026
Q1 		$56.4K Hold
416
– – 0.02% 304
2025
Q4 		$66.9K Hold
416
– – 0.02% 257
2025
Q3 		$65.5K Hold
416
– – 0.02% 264
2025
Q2 		$58.3K Sell
416
-6
-1% -$759 0.03% 274
2025
Q1 		$55.2K Buy
422
+6
+1% +$815 0.03% 260
2024
Q4 		$54.6K Buy
+416
New +$54.5K 0.03% 252

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aventura Private Wealth's CBRE Position: Q2 2026 in Review

Aventura Private Wealth held its CBRE Group (CBRE) position steady in Q2 2026 at 416 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #327.

Aventura Private Wealth first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.9K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Aventura Private Wealth held 416 shares of CBRE Group worth $56K as of Q2 2026.
  • Aventura Private Wealth left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #327 holding.
  • Aventura Private Wealth first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's CBRE Group position peaked at $66.9K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.