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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aviso Financial's CBRE Position: Q1 2026 in Review

Aviso Financial reduced its CBRE Group (CBRE) stake by 22% in Q1 2026, selling an estimated $312K and leaving 7,307 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #158.

Aviso Financial first reported a position in CBRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Aviso Financial held 7,307 shares of CBRE Group worth $990K as of Q1 2026.
  • Aviso Financial sold 2,055 CBRE Group shares in Q1 2026, an estimated $312K.
  • CBRE Group made up 0.04% of Aviso Financial's portfolio in Q1 2026, its #158 holding.
  • Aviso Financial first reported a position in CBRE Group in Q4 2024 and has held it in 6 quarters since.
  • Aviso Financial's CBRE Group position peaked at $1.51M in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.