Bank Julius Baer & Co
CBRE icon

Bank Julius Baer & Co’s CBRE Group CBRE Stock Holding History

Bank Julius Baer & Co’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 		$658K Sell
4,882
-122,179
-96% -$16.8M ﹤0.01% 432
2026
Q1 		$17.2M Buy
127,061
+39,269
+45% +$5.97M 0.05% 150
2025
Q4 		$14.1M Sell
87,792
-51,686
-37% -$8.13M 0.04% 165
2025
Q3 		$22M Sell
139,478
-23,192
-14% -$3.59M 0.06% 150
2025
Q2 		$22.8M Sell
162,670
-1,436
-0.9% -$182K 0.07% 139
2025
Q1 		$21.5M Sell
164,106
-6,645
-4% -$903K 0.07% 143
2024
Q4 		$23.6M Sell
170,751
-15,595
-8% -$2.04M 0.07% 133
2024
Q3 		$24.6M Sell
186,346
-15,055
-7% -$1.64M 0.08% 118
2024
Q2 		$19.4M Sell
201,401
-33,947
-14% -$3.01M 0.07% 117
2024
Q1 		$22.4M Sell
235,348
-5,341
-2% -$480K 0.09% 120
2023
Q4 		$22.4M Buy
240,689
+15,698
+7% +$1.22M 0.09% 126
2023
Q3 		$16.6M Buy
224,991
+4,068
+2% +$337K 0.1% 123
2023
Q2 		$17.8M Sell
220,923
-3,919
-2% -$293K 0.11% 119
2023
Q1 		$16.4M Sell
224,842
-4,672
-2% -$382K 0.1% 123
2022
Q4 		$17.7M Sell
229,514
-1,051
-0.5% -$77.6K 0.12% 113
2022
Q3 		$15.6M Buy
230,565
+35,894
+18% +$2.85M 0.12% 111
2022
Q2 		$14.3M Buy
194,671
+133,231
+217% +$10.7M 0.1% 108
2022
Q1 		$5.62M Buy
+61,440
New +$5.99M 0.03% 165

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank Julius Baer & Co's CBRE Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its CBRE Group (CBRE) stake by 96% in Q2 2026, selling an estimated $16.8M and leaving 4,882 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Bank Julius Baer & Co first reported a position in CBRE in Q1 2022 and has held it in 18 quarters since. The position peaked at $24.6M in Q3 2024. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Bank Julius Baer & Co held 4,882 shares of CBRE Group worth $658K as of Q2 2026.
  • Bank Julius Baer & Co sold 122,179 CBRE Group shares in Q2 2026, an estimated $16.8M.
  • CBRE Group made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #432 holding.
  • Bank Julius Baer & Co first reported a position in CBRE Group in Q1 2022 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's CBRE Group position peaked at $24.6M in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.