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Basecamp Wealth Advisors’s CBRE Group CBRE Stock Holding History

Basecamp Wealth Advisors’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 		$190K Buy
1,412
+187
+15% +$25.8K 0.04% 274
2026
Q1 		$166K Sell
1,225
-108
-8% -$16.4K 0.03% 290
2025
Q4 		$214K Buy
+1,333
New +$210K 0.05% 230

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's CBRE Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its CBRE Group (CBRE) stake by 15% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,412 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #274.

Basecamp Wealth Advisors first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Basecamp Wealth Advisors held 1,412 shares of CBRE Group worth $190K as of Q2 2026.
  • Basecamp Wealth Advisors bought 187 CBRE Group shares in Q2 2026, an estimated $25.8K.
  • CBRE Group made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • Basecamp Wealth Advisors first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's CBRE Group position peaked at $214K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.