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Balboa Wealth Partners’s CBRE Group CBRE Stock Holding History

Balboa Wealth Partners’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
2025
Q1 		– Sell
-2,030
Closed -$267K – 333
2024
Q4 		$267K Buy
+2,030
New +$266K 0.06% 230

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

Balboa Wealth Partners's CBRE Position: Q1 2025 in Review

Balboa Wealth Partners sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 2,030 shares — an estimated $267K sold.

Balboa Wealth Partners first reported a position in CBRE in Q4 2024 and held it in 1 quarter. The position peaked at $267K in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Balboa Wealth Partners reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,030 CBRE Group shares in Q1 2025, an estimated $267K.
  • Balboa Wealth Partners first reported a position in CBRE Group in Q4 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's CBRE Group position peaked at $267K in Q4 2024.
  • 985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.