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Bellevue Asset Management’s CBRE Group CBRE Stock Holding History

Bellevue Asset 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 		$1.08K Buy
+8
New +$1.1K ﹤0.01% 555
2026
Q1 		– Sell
-34
Closed -$5.47K – 396
2025
Q4 		$5.47K Buy
34
+3
+10% +$472 ﹤0.01% 333
2025
Q3 		$4.88K Buy
31
+1
+3% +$155 ﹤0.01% 347
2025
Q2 		$4.2K Buy
30
+2
+7% +$253 ﹤0.01% 358
2025
Q1 		$3.66K Hold
28
– – ﹤0.01% 361
2024
Q4 		$3.68K Hold
28
– – ﹤0.01% 387
2024
Q3 		$3.48K Hold
28
– – ﹤0.01% 361
2024
Q2 		$2.5K Buy
28
+1
+4% +$89 ﹤0.01% 386
2024
Q1 		$2.63K Hold
27
– – ﹤0.01% 383
2023
Q4 		$2.51K Hold
27
– – ﹤0.01% 383
2023
Q3 		$1.99K Buy
27
+5
+23% +$415 ﹤0.01% 389
2023
Q2 		$1.77K Hold
22
– – ﹤0.01% 418
2023
Q1 		$1.6K Hold
22
– – ﹤0.01% 445
2022
Q4 		$1.68K Buy
22
+1
+5% +$74 ﹤0.01% 419
2022
Q3 		$1K Hold
21
– – ﹤0.01% 461
2022
Q2 		$2K Buy
21
+2
+11% +$161 ﹤0.01% 395
2022
Q1 		$2K Sell
19
-2
-10% -$195 ﹤0.01% 444
2021
Q4 		$2K Hold
21
– – ﹤0.01% 481
2021
Q3 		$2K Sell
21
-3
-13% -$279 ﹤0.01% 508
2021
Q2 		$2K Sell
24
-8
-25% -$683 ﹤0.01% 509
2021
Q1 		$3K Sell
32
-7
-18% -$495 ﹤0.01% 498
2020
Q4 		$3K Sell
39
-204
-84% -$11.5K ﹤0.01% 506
2020
Q3 		$11K Sell
243
-1
-0.4% -$46 0.01% 318
2020
Q2 		$11K Hold
244
– – 0.01% 324
2020
Q1 		$10K Buy
244
+194
+388% +$10.7K 0.01% 334
2019
Q4 		$3K Buy
+50
New +$2.77K ﹤0.01% 383

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's CBRE Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in CBRE Group (CBRE) in Q2 2026: 8 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Bellevue Asset Management previously reported a position in CBRE as recently as Q4 2025.

Bellevue Asset Management first reported a position in CBRE in Q4 2019 and has held it in 26 quarters since. The position peaked at $11K in Q3 2020. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Bellevue Asset Management held 8 shares of CBRE Group worth $1.08K as of Q2 2026.
  • CBRE Group was a new Bellevue Asset Management position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #555 holding.
  • Bellevue Asset Management first reported a position in CBRE Group in Q4 2019 and has held it in 26 quarters since.
  • Bellevue Asset Management's CBRE Group position peaked at $11K in Q3 2020.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.