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BCO Wealth Management’s CBRE Group CBRE Stock Holding History

BCO 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 		$397K Hold
2,951
– – 0.22% 29
2026
Q1 		$400K Hold
2,951
– – 0.24% 26
2025
Q4 		$474K Sell
2,951
-5
-0.2% -$786 0.29% 21
2025
Q3 		$466K Hold
2,956
– – 0.31% 21
2025
Q2 		$414K Buy
2,956
+171
+6% +$21.6K 0.3% 22
2025
Q1 		$364K Hold
2,785
– – 0.29% 22
2024
Q4 		$366K Buy
+2,785
New +$365K 0.3% 23

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

BCO Wealth Management's CBRE Position: Q2 2026 in Review

BCO Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 2,951 shares worth $397K. The position accounts for 0.22% of the portfolio, ranked #29.

BCO Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $474K in Q4 2025. 240 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • BCO Wealth Management held 2,951 shares of CBRE Group worth $397K as of Q2 2026.
  • BCO Wealth Management left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.22% of BCO Wealth Management's portfolio in Q2 2026, its #29 holding.
  • BCO Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • BCO Wealth Management's CBRE Group position peaked at $474K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.