Beaird Harris Wealth Management’s CBRE Group CBRE Stock Holding History

Beaird Harris 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	$3.23K	Hold	24	–	–	﹤0.01%	484
2026 Q1	$3.25K	Hold	24	–	–	﹤0.01%	451
2025 Q4	$3.86K	Sell	24 -8	-25%	-$1.26K	﹤0.01%	461
2025 Q3	$5.04K	Buy	32 +7	+28%	+$1.08K	﹤0.01%	425
2025 Q2	$3.5K	Buy	25 +18	+257%	+$2.28K	﹤0.01%	447
2025 Q1	$916	Buy	+7	New	+$951	﹤0.01%	488
2023 Q1	–	Sell	-16	Closed	-$1.23K	–	523
2022 Q4	$1.23K	Buy	+16	New	+$1.18K	﹤0.01%	627

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Beaird Harris Wealth Management's CBRE Position: Q2 2026 in Review

Beaird Harris Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 24 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Beaird Harris Wealth Management first reported a position in CBRE in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.04K in Q3 2025. 118 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Beaird Harris Wealth Management held 24 shares of CBRE Group worth $3.23K as of Q2 2026.
Beaird Harris Wealth Management left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #484 holding.
Beaird Harris Wealth Management first reported a position in CBRE Group in Q4 2022 and has held it in 7 quarters since.
Beaird Harris Wealth Management's CBRE Group position peaked at $5.04K in Q3 2025.
118 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.