AWM
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Axxcess Wealth Management’s CBRE Group CBRE Stock Holding History

Axxcess Wealth Management’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 		– Sell
-2,480
Closed -$399K – 470
2025
Q4 		$399K Buy
2,480
+1,135
+84% +$178K 0.01% 762
2025
Q3 		$212K Buy
+1,345
New +$208K ﹤0.01% 872

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T 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

Axxcess Wealth Management's CBRE Position: Q1 2026 in Review

Axxcess Wealth Management sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 2,480 shares — an estimated $399K sold.

Axxcess Wealth Management first reported a position in CBRE in Q3 2025 and held it in 2 quarters. The position peaked at $399K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Axxcess Wealth Management reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,480 CBRE Group shares in Q1 2026, an estimated $399K.
  • Axxcess Wealth Management first reported a position in CBRE Group in Q3 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's CBRE Group position peaked at $399K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.