Barlow Wealth Partners’s CBRE Group CBRE Stock Holding History

Barlow 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
2026 Q1	–	Sell	-1,339	Closed	-$222K	–	140
2025 Q4	$222K	Hold	1,339	–	–	0.02%	129
2025 Q3	$219K	Buy	+1,339	New	+$207K	0.02%	124
2024 Q3	–	Sell	-72,195	Closed	-$7.1M	–	149
2024 Q2	$7.1M	Buy	72,195 +866	+1%	+$76.8K	0.98%	39
2024 Q1	$6.38M	Sell	71,329 -78,541	-52%	-$7.05M	0.87%	44
2023 Q4	$14M	Buy	+149,870	New	+$11.7M	1.98%	21

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barlow Wealth Partners's CBRE Position: Q1 2026 in Review

Barlow Wealth Partners sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,339 shares — an estimated $222K sold.

Barlow Wealth Partners first reported a position in CBRE in Q4 2023 and held it in 5 quarters. The position peaked at $14M in Q4 2023. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Barlow Wealth Partners reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
Barlow Wealth Partners sold 1,339 CBRE Group shares in Q1 2026, an estimated $222K.
Barlow Wealth Partners first reported a position in CBRE Group in Q4 2023 and held it in 5 quarters.
Barlow Wealth Partners's CBRE Group position peaked at $14M in Q4 2023.
1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Barlow Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.