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Aviso Financial’s CBRE Group CBRE Stock Holding History

Aviso Financial’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 		$895K Sell
6,647
-660
-9% -$90.9K 0.03% 134
2026
Q1 		$990K Sell
7,307
-2,055
-22% -$312K 0.04% 158
2025
Q4 		$1.51M Sell
9,362
-211
-2% -$33.2K 0.06% 119
2025
Q3 		$1.51M Buy
9,573
+164
+2% +$25.4K 0.06% 123
2025
Q2 		$1.32M Buy
9,409
+149
+2% +$18.8K 0.06% 131
2025
Q1 		$1.21M Buy
9,260
+2,190
+31% +$298K 0.06% 130
2024
Q4 		$928K Buy
+7,070
New +$926K 0.05% 157

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

Aviso Financial's CBRE Position: Q2 2026 in Review

Aviso Financial reduced its CBRE Group (CBRE) stake by 9% in Q2 2026, selling an estimated $90.9K and leaving 6,647 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #134.

Aviso Financial first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Aviso Financial held 6,647 shares of CBRE Group worth $895K as of Q2 2026.
  • Aviso Financial sold 660 CBRE Group shares in Q2 2026, an estimated $90.9K.
  • CBRE Group made up 0.03% of Aviso Financial's portfolio in Q2 2026, its #134 holding.
  • Aviso Financial first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Aviso Financial's CBRE Group position peaked at $1.51M in Q3 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.