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Baker Tilly Wealth Management’s CBRE Group CBRE Stock Holding History

Baker Tilly 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
Q3 		$410K Sell
3,193
-1,949
-38% -$279K 0.08% 188
2026
Q2 		$693K Sell
5,142
-661
-11% -$91.1K 0.15% 133
2026
Q1 		$786K Sell
5,803
-459
-7% -$69.7K 0.19% 113
2025
Q4 		$1.01M Buy
6,262
+1,760
+39% +$277K 0.25% 82
2025
Q3 		$709K Buy
4,502
+928
+26% +$144K 0.16% 120
2025
Q2 		$501K Buy
3,574
+601
+20% +$76K 0.18% 122
2025
Q1 		$389K Buy
2,973
+216
+8% +$29.4K 0.15% 147
2024
Q4 		$362K Sell
2,757
-35
-1% -$4.58K 0.14% 164
2024
Q3 		$348K Buy
2,792
+54
+2% +$5.89K 0.15% 161
2024
Q2 		$244K Sell
2,738
-287
-9% -$25.5K 0.1% 232
2024
Q1 		$294K Buy
3,025
+342
+13% +$30.7K 0.05% 349
2023
Q4 		$250K Sell
2,683
-804
-23% -$62.5K 0.04% 414
2023
Q3 		$258K Sell
3,487
-3,878
-53% -$322K 0.04% 390
2023
Q2 		$594K Buy
7,365
+34
+0.5% +$2.55K 0.06% 296
2023
Q1 		$534K Sell
7,331
-4,547
-38% -$371K 0.06% 313
2022
Q4 		$914K Buy
11,878
+2,199
+23% +$162K 0.11% 202
2022
Q3 		$653K Sell
9,679
-608
-6% -$48.2K 0.09% 239
2022
Q2 		$757K Buy
10,287
+424
+4% +$34.1K 0.1% 217
2022
Q1 		$903K Buy
9,863
+908
+10% +$88.5K 0.1% 216
2021
Q4 		$972K Buy
8,955
+544
+6% +$55.7K 0.1% 204
2021
Q3 		$819K Buy
8,411
+130
+2% +$12.1K 0.11% 199
2021
Q2 		$710K Sell
8,281
-1,054
-11% -$90K 0.11% 199
2021
Q1 		$738K Buy
9,335
+3,651
+64% +$258K 0.15% 172
2020
Q4 		$357K Buy
+5,684
New +$321K 0.11% 203

Other funds holding CBRE

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Baker Tilly Wealth Management's CBRE Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its CBRE Group (CBRE) stake by 38% in Q3 2026, selling an estimated $279K and leaving 3,193 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #188.

Baker Tilly Wealth Management first reported a position in CBRE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2025. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Baker Tilly Wealth Management held 3,193 shares of CBRE Group worth $410K as of Q3 2026.
  • Baker Tilly Wealth Management sold 1,949 CBRE Group shares in Q3 2026, an estimated $279K.
  • CBRE Group made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Baker Tilly Wealth Management first reported a position in CBRE Group in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's CBRE Group position peaked at $1.01M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.