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Avion Wealth’s CBRE Group CBRE Stock Holding History

Avion 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 		$12K Sell
90
-9
-9% -$1.24K ﹤0.01% 530
2026
Q1 		$13K Buy
99
+5
+5% +$760 ﹤0.01% 415
2025
Q4 		$15K Buy
94
+2
+2% +$314 ﹤0.01% 399
2025
Q3 		$14K Buy
92
+5
+6% +$773 ﹤0.01% 396
2025
Q2 		$12K Buy
87
+26
+43% +$3.29K ﹤0.01% 413
2025
Q1 		$8K Hold
61
– – ﹤0.01% 430
2024
Q4 		$8K Buy
61
+2
+3% +$262 ﹤0.01% 429
2024
Q3 		$7K Buy
59
+20
+51% +$2.18K ﹤0.01% 431
2024
Q2 		$3K Buy
39
+12
+44% +$1.06K ﹤0.01% 545
2024
Q1 		$3K Sell
27
-7
-21% -$629 ﹤0.01% 537
2023
Q4 		$3K Buy
34
+20
+143% +$1.55K ﹤0.01% 472
2023
Q3 		$1K Sell
14
-6
-30% -$498 ﹤0.01% 576
2023
Q2 		$1K Buy
+20
New +$1.5K ﹤0.01% 535

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

Avion Wealth's CBRE Position: Q2 2026 in Review

Avion Wealth reduced its CBRE Group (CBRE) stake by 9.1% in Q2 2026, selling an estimated $1.24K and leaving 90 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Avion Wealth first reported a position in CBRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $15K in Q4 2025. 1,071 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Avion Wealth held 90 shares of CBRE Group worth $12K as of Q2 2026.
  • Avion Wealth sold 9 CBRE Group shares in Q2 2026, an estimated $1.24K.
  • CBRE Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #530 holding.
  • Avion Wealth first reported a position in CBRE Group in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's CBRE Group position peaked at $15K in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.