Bartlett & Co Wealth Management’s CBRE Group CBRE Stock Holding History

Bartlett & Co 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 Q1	$325K	Buy	2,323 +28	+1%	+$4.25K	﹤0.01%	390
2025 Q4	$369K	Hold	2,295	–	–	﹤0.01%	372
2025 Q3	$362K	Sell	2,295 -24	-1%	-$3.71K	﹤0.01%	380
2025 Q2	$325K	Buy	2,319 +44	+2%	+$5.56K	﹤0.01%	384
2025 Q1	$298K	Sell	2,275 -176	-7%	-$23.9K	﹤0.01%	396
2024 Q4	$322K	Hold	2,451	–	–	﹤0.01%	383
2024 Q3	$305K	Hold	2,451	–	–	﹤0.01%	395
2024 Q2	$218K	Sell	2,451 -6	-0.2%	-$532	﹤0.01%	431
2024 Q1	$239K	Buy	2,457 +6	+0.2%	+$539	﹤0.01%	435
2023 Q4	$230K	Hold	2,451	–	–	﹤0.01%	454
2023 Q3	$181K	Hold	2,451	–	–	﹤0.01%	458
2023 Q2	$198K	Hold	2,451	–	–	﹤0.01%	453
2023 Q1	$178K	Hold	2,451	–	–	﹤0.01%	392
2022 Q4	$189K	Sell	2,451 -300	-11%	-$22.2K	﹤0.01%	390
2022 Q3	$186K	Hold	2,751	–	–	﹤0.01%	383
2022 Q2	$203K	Hold	2,751	–	–	﹤0.01%	371
2022 Q1	$252K	Hold	2,751	–	–	﹤0.01%	360
2021 Q4	$299K	Hold	2,751	–	–	0.01%	350
2021 Q3	$268K	Sell	2,751 -319	-10%	-$29.6K	0.01%	315
2021 Q2	$263K	Hold	3,070	–	–	0.01%	310
2021 Q1	$243K	Hold	3,070	–	–	﹤0.01%	316
2020 Q4	$193K	Buy	3,070 +29	+1%	+$1.64K	﹤0.01%	333
2020 Q3	$143K	Hold	3,041	–	–	﹤0.01%	338
2020 Q2	$138K	Hold	3,041	–	–	﹤0.01%	349
2020 Q1	$115K	Hold	3,041	–	–	﹤0.01%	350
2019 Q4	$186K	Hold	3,041	–	–	﹤0.01%	340
2019 Q3	$161K	Buy	3,041 +51	+2%	+$2.68K	﹤0.01%	348
2019 Q2	$153K	Buy	+2,990	New	+$149K	0.01%	277

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

Bartlett & Co Wealth Management's CBRE Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its CBRE Group (CBRE) stake by 1.2% in Q1 2026, buying an estimated $4.25K and bringing the position to 2,323 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Bartlett & Co Wealth Management first reported a position in CBRE in Q2 2019 and has held it in 28 quarters since. The position peaked at $369K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Bartlett & Co Wealth Management held 2,323 shares of CBRE Group worth $325K as of Q1 2026.
Bartlett & Co Wealth Management bought 28 CBRE Group shares in Q1 2026, an estimated $4.25K.
CBRE Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #390 holding.
Bartlett & Co Wealth Management first reported a position in CBRE Group in Q2 2019 and has held it in 28 quarters since.
Bartlett & Co Wealth Management's CBRE Group position peaked at $369K in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.