BIA
CBRE icon

Bell Investment Advisors’s CBRE Group CBRE Stock Holding History

Bell Investment 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 		$25.2K Sell
187
-63
-25% -$8.68K ﹤0.01% 414
2026
Q1 		$33.9K Sell
250
-2
-0.8% -$304 0.01% 318
2025
Q4 		$40.5K Buy
252
+51
+25% +$8.02K 0.01% 280
2025
Q3 		$31.7K Buy
201
+2
+1% +$309 0.01% 316
2025
Q2 		$27.9K Buy
199
+3
+2% +$379 ﹤0.01% 341
2025
Q1 		$25.6K Buy
196
+4
+2% +$544 ﹤0.01% 328
2024
Q4 		$25.2K Buy
192
+4
+2% +$524 ﹤0.01% 331
2024
Q3 		$23.4K Sell
188
-7
-4% -$763 ﹤0.01% 362
2024
Q2 		$17.4K Hold
195
– – ﹤0.01% 427
2024
Q1 		$19K Hold
195
– – ﹤0.01% 391
2023
Q4 		$18.2K Hold
195
– – ﹤0.01% 377
2023
Q3 		$14.4K Hold
195
– – ﹤0.01% 389
2023
Q2 		$15.7K Buy
195
+3
+2% +$225 ﹤0.01% 360
2023
Q1 		$14K Sell
192
-41
-18% -$3.35K ﹤0.01% 390
2022
Q4 		$17.9K Buy
233
+108
+86% +$7.98K ﹤0.01% 324
2022
Q3 		$8K Sell
125
-11
-8% -$872 ﹤0.01% 475
2022
Q2 		$10K Buy
+136
New +$10.9K ﹤0.01% 420
2021
Q4 		$10K Buy
88
+5
+6% +$512 ﹤0.01% 481
2021
Q3 		$8K Buy
+83
New +$7.71K ﹤0.01% 510

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

Bell Investment Advisors's CBRE Position: Q2 2026 in Review

Bell Investment Advisors reduced its CBRE Group (CBRE) stake by 25% in Q2 2026, selling an estimated $8.68K and leaving 187 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Bell Investment Advisors first reported a position in CBRE in Q3 2021 and has held it in 19 quarters since. The position peaked at $40.5K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Bell Investment Advisors held 187 shares of CBRE Group worth $25.2K as of Q2 2026.
  • Bell Investment Advisors sold 63 CBRE Group shares in Q2 2026, an estimated $8.68K.
  • CBRE Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #414 holding.
  • Bell Investment Advisors first reported a position in CBRE Group in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's CBRE Group position peaked at $40.5K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.