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Bay Harbor Wealth Management’s CBRE Group CBRE Stock Holding History

Bay Harbor 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 		$6.87K Buy
51
+15
+42% +$2.07K ﹤0.01% 352
2026
Q1 		$4.88K Buy
36
+6
+20% +$912 ﹤0.01% 350
2025
Q4 		$4.82K Buy
30
+10
+50% +$1.57K ﹤0.01% 296
2025
Q3 		$3.15K Buy
20
+4
+25% +$619 ﹤0.01% 286
2025
Q2 		$2.24K Buy
16
+11
+220% +$1.39K ﹤0.01% 295
2025
Q1 		$653 Buy
+5
New +$679 ﹤0.01% 378

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

Bay Harbor Wealth Management's CBRE Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its CBRE Group (CBRE) stake by 42% in Q2 2026, buying an estimated $2.07K and bringing the position to 51 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Bay Harbor Wealth Management first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Bay Harbor Wealth Management held 51 shares of CBRE Group worth $6.87K as of Q2 2026.
  • Bay Harbor Wealth Management bought 15 CBRE Group shares in Q2 2026, an estimated $2.07K.
  • CBRE Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Bay Harbor Wealth Management first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.