Beaton Management Company’s CBRE Group CBRE Stock Holding History

Beaton Management Company’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	$555K	Hold	4,100	–	–	0.25%	84
2025 Q4	$659K	Hold	4,100	–	–	0.29%	79
2025 Q3	$646K	Hold	4,100	–	–	0.29%	78
2025 Q2	$574K	Hold	4,100	–	–	0.28%	80
2025 Q1	$536K	Hold	4,100	–	–	0.28%	82
2024 Q4	$538K	Hold	4,100	–	–	0.27%	86
2024 Q3	$510K	Hold	4,100	–	–	0.26%	88
2024 Q2	$365K	Hold	4,100	–	–	0.2%	103
2024 Q1	$399K	Hold	4,100	–	–	0.22%	100
2023 Q4	$382K	Hold	4,100	–	–	0.23%	97
2023 Q3	$303K	Hold	4,100	–	–	0.2%	101
2023 Q2	$331K	Hold	4,100	–	–	0.21%	101
2023 Q1	$299K	Sell	4,100 -100	-2%	-$8.17K	0.2%	105
2022 Q4	$323K	Hold	4,200	–	–	0.22%	100
2022 Q3	$284K	Hold	4,200	–	–	0.21%	102
2022 Q2	$309K	Hold	4,200	–	–	0.22%	98
2022 Q1	$384K	Hold	4,200	–	–	0.24%	93
2021 Q4	$456K	Hold	4,200	–	–	0.27%	90
2021 Q3	$409K	Hold	4,200	–	–	0.27%	91
2021 Q2	$360K	Hold	4,200	–	–	0.23%	99
2021 Q1	$332K	Hold	4,200	–	–	0.23%	100
2020 Q4	$263K	Buy	+4,200	New	+$237K	0.19%	105
2020 Q1	–	Sell	-4,200	Closed	-$257K	–	105
2019 Q4	$257K	Hold	4,200	–	–	0.2%	105
2019 Q3	$223K	Hold	4,200	–	–	0.18%	113
2019 Q2	$215K	Buy	+4,200	New	+$209K	0.18%	111
2018 Q4	–	Sell	-4,200	Closed	-$185K	–	114
2018 Q3	$185K	Hold	4,200	–	–	0.15%	123
2018 Q2	$201K	Buy	+4,200	New	+$199K	0.18%	118

Other funds holding CBRE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaton Management Company's CBRE Position: Q1 2026 in Review

Beaton Management Company held its CBRE Group (CBRE) position steady in Q1 2026 at 4,100 shares worth $555K. The position accounts for 0.25% of the portfolio, ranked #84.

Beaton Management Company first reported a position in CBRE in Q2 2018 and has held it in 27 quarters since. The position peaked at $659K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Beaton Management Company held 4,100 shares of CBRE Group worth $555K as of Q1 2026.
Beaton Management Company left its CBRE Group share count unchanged in Q1 2026.
CBRE Group made up 0.25% of Beaton Management Company's portfolio in Q1 2026, its #84 holding.
Beaton Management Company first reported a position in CBRE Group in Q2 2018 and has held it in 27 quarters since.
Beaton Management Company's CBRE Group position peaked at $659K in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.