Balance Wealth
CBRE icon

Balance Wealth’s CBRE Group CBRE Stock Holding History

Balance Wealth’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 		$722 Buy
+6
New +$860 ﹤0.01% 867

Other funds holding CBRE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balance Wealth's CBRE Position: Q3 2026 in Review

Balance Wealth opened a new position in CBRE Group (CBRE) in Q3 2026: 6 shares worth $722. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings.

880 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Balance Wealth held 6 shares of CBRE Group worth $722 as of Q3 2026.
  • CBRE Group was a new Balance Wealth position in Q3 2026.
  • CBRE Group made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #867 holding.
  • 880 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.