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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's CBRE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its CBRE Group (CBRE) stake by 218% in Q1 2026, buying an estimated $1.53M and bringing the position to 14,699 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #739.

Beacon Pointe Advisors first reported a position in CBRE in Q3 2021 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Beacon Pointe Advisors held 14,699 shares of CBRE Group worth $1.99M as of Q1 2026.
  • Beacon Pointe Advisors bought 10,074 CBRE Group shares in Q1 2026, an estimated $1.53M.
  • CBRE Group made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #739 holding.
  • Beacon Pointe Advisors first reported a position in CBRE Group in Q3 2021 and has held it in 19 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.