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Barnes Dennig Private Wealth Management’s CBRE Group CBRE Stock Holding History

Barnes Dennig Private 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
Q2 		– Sell
-142
Closed -$19.2K – 371
2026
Q1 		$19.2K Hold
142
– – 0.02% 211
2025
Q4 		$22.8K Buy
142
+122
+610% +$19.2K 0.02% 195
2025
Q3 		$3.15K Sell
20
-10
-33% -$1.55K ﹤0.01% 272
2025
Q2 		$4.2K Buy
30
+13
+76% +$1.64K 0.01% 255
2025
Q1 		$2.22K Buy
+17
New +$2.31K ﹤0.01% 203

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

Barnes Dennig Private Wealth Management's CBRE Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 142 shares — an estimated $19.2K sold.

Barnes Dennig Private Wealth Management first reported a position in CBRE in Q1 2025 and held it in 5 quarters. The position peaked at $22.8K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Barnes Dennig Private Wealth Management reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 142 CBRE Group shares in Q2 2026, an estimated $19.2K.
  • Barnes Dennig Private Wealth Management first reported a position in CBRE Group in Q1 2025 and held it in 5 quarters.
  • Barnes Dennig Private Wealth Management's CBRE Group position peaked at $22.8K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.