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Beacon Pointe Advisors’s CBRE Group CBRE Stock Holding History

Beacon Pointe 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 		$1.7M Sell
12,606
-2,093
-14% -$288K 0.01% 824
2026
Q1 		$1.99M Buy
14,699
+10,074
+218% +$1.53M 0.01% 739
2025
Q4 		$744K Buy
4,625
+2,631
+132% +$414K 0.01% 927
2025
Q3 		$314K Sell
1,994
-8,470
-81% -$1.31M ﹤0.01% 1167
2025
Q2 		$1.47M Sell
10,464
-96
-0.9% -$12.1K 0.02% 560
2025
Q1 		$1.38M Buy
10,560
+21
+0.2% +$2.85K 0.02% 556
2024
Q4 		$1.38M Sell
10,539
-1,056
-9% -$138K 0.02% 555
2024
Q3 		$1.44M Sell
11,595
-874
-7% -$95.3K 0.02% 542
2024
Q2 		$1.11M Sell
12,469
-105
-0.8% -$9.32K 0.01% 611
2024
Q1 		$1.22M Buy
12,574
+2,429
+24% +$218K 0.01% 635
2023
Q4 		$944K Sell
10,145
-279
-3% -$21.7K 0.01% 680
2023
Q3 		$770K Buy
10,424
+1,008
+11% +$83.6K 0.01% 711
2023
Q2 		$760K Buy
9,416
+252
+3% +$18.9K 0.01% 599
2023
Q1 		$667K Sell
9,164
-797
-8% -$65.1K 0.01% 669
2022
Q4 		$767K Buy
9,961
+829
+9% +$61.2K 0.01% 570
2022
Q3 		$619K Sell
9,132
-891
-9% -$70.6K 0.01% 581
2022
Q2 		$739K Sell
10,023
-216
-2% -$17.4K 0.02% 544
2022
Q1 		$937K Buy
10,239
+2,417
+31% +$235K 0.01% 640
2021
Q4 		$849K Buy
7,822
+326
+4% +$33.4K 0.02% 409
2021
Q3 		$730K Buy
+7,496
New +$697K 0.02% 458

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

Beacon Pointe Advisors's CBRE Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its CBRE Group (CBRE) stake by 14% in Q2 2026, selling an estimated $288K and leaving 12,606 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #824.

Beacon Pointe Advisors first reported a position in CBRE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.99M in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Beacon Pointe Advisors held 12,606 shares of CBRE Group worth $1.7M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,093 CBRE Group shares in Q2 2026, an estimated $288K.
  • CBRE Group made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #824 holding.
  • Beacon Pointe Advisors first reported a position in CBRE Group in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's CBRE Group position peaked at $1.99M in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.