BRWA
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B. Riley Wealth Advisors’s CBRE Group CBRE Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-1,684
Closed -$224K – 939
2026
Q1 		$224K Sell
1,684
-1,455
-46% -$221K 0.01% 679
2025
Q4 		$505K Sell
3,139
-54
-2% -$8.49K 0.02% 514
2025
Q3 		$503K Buy
3,193
+132
+4% +$20.4K 0.02% 527
2025
Q2 		$429K Buy
+3,061
New +$387K 0.02% 588
2024
Q4 		$335K Sell
2,548
-648
-20% -$84.8K 0.01% 832
2024
Q3 		$396K Sell
3,196
-230
-7% -$25.1K 0.01% 836
2024
Q2 		$305K Sell
3,426
-543
-14% -$48.2K 0.01% 1029
2024
Q1 		$293K Buy
3,969
+1,256
+46% +$113K 0.01% 1047
2023
Q4 		$253K Sell
2,713
-1,256
-32% -$97.6K 0.01% 1132
2023
Q3 		$293K Buy
3,969
+1,225
+45% +$102K 0.01% 1047
2023
Q2 		$221K Sell
2,744
-500
-15% -$37.4K 0.01% 1296
2023
Q1 		$236K Buy
3,244
+363
+13% +$29.7K 0.01% 1204
2022
Q4 		$222K Sell
2,881
-791
-22% -$58.4K 0.01% 1200
2022
Q3 		$249K Buy
3,672
+188
+5% +$14.9K 0.01% 1116
2022
Q2 		$258K Buy
3,484
+169
+5% +$13.6K 0.01% 944
2022
Q1 		$305K Sell
3,315
-3,686
-53% -$359K 0.01% 997
2021
Q4 		$760K Buy
7,001
+603
+9% +$61.8K 0.02% 624
2021
Q3 		$621K Buy
6,398
+2,462
+63% +$229K 0.02% 690
2021
Q2 		$336K Buy
3,936
+7
+0.2% +$598 0.01% 959
2021
Q1 		$308K Sell
3,929
-3,694
-48% -$261K 0.01% 986
2020
Q4 		$479K Sell
7,623
-1,274
-14% -$72K 0.03% 551
2020
Q3 		$417K Buy
8,897
+602
+7% +$27.5K 0.02% 602
2020
Q2 		$376K Sell
8,295
-588
-7% -$25.4K 0.03% 546
2020
Q1 		$337K Buy
8,883
+321
+4% +$17.7K 0.03% 505
2019
Q4 		$526K Buy
+8,562
New +$474K 0.04% 418
2015
Q3 		– Sell
-8,126
Closed -$302K – 570
2015
Q2 		$302K Buy
8,126
+180
+2% +$6.83K 0.08% 332
2015
Q1 		$308K Sell
7,946
-7,578
-49% -$261K 0.08% 346
2014
Q4 		$2.84K Buy
+15,524
New +$497K 0.06% 420
2014
Q3 		– Sell
-5,257
Closed -$168K – 828
2014
Q2 		$168K Buy
+5,257
New +$152K 0.04% 508

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

B. Riley Wealth Advisors's CBRE Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,684 shares — an estimated $224K sold.

B. Riley Wealth Advisors first reported a position in CBRE in Q2 2014 and held it in 29 quarters. The position peaked at $760K in Q4 2021. 141 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,684 CBRE Group shares in Q2 2026, an estimated $224K.
  • B. Riley Wealth Advisors first reported a position in CBRE Group in Q2 2014 and held it in 29 quarters.
  • B. Riley Wealth Advisors's CBRE Group position peaked at $760K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.