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Beverly Hills Private Wealth’s CBRE Group CBRE Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-3,495
Closed -$473K – 277
2026
Q1 		$473K Sell
3,495
-377
-10% -$57.3K 0.08% 194
2025
Q4 		$623K Sell
3,872
-680
-15% -$107K 0.11% 152
2025
Q3 		$717K Sell
4,552
-167
-4% -$25.8K 0.13% 146
2025
Q2 		$661K Sell
4,719
-348
-7% -$44K 0.12% 150
2025
Q1 		$663K Buy
5,067
+93
+2% +$12.6K 0.13% 142
2024
Q4 		$653K Sell
4,974
-608
-11% -$79.6K 0.13% 145
2024
Q3 		$695K Sell
5,582
-1,083
-16% -$118K 0.14% 149
2024
Q2 		$594K Sell
6,665
-425
-6% -$37.7K 0.13% 164
2024
Q1 		$689K Sell
7,090
-532
-7% -$47.8K 0.16% 144
2023
Q4 		$710K Sell
7,622
-664
-8% -$51.6K 0.19% 121
2023
Q3 		$612K Sell
8,286
-8,552
-51% -$709K 0.18% 124
2023
Q2 		$1.41M Buy
16,838
+8,632
+105% +$646K 0.23% 100
2023
Q1 		$597K Buy
8,206
+1,385
+20% +$113K 0.19% 122
2022
Q4 		$525K Buy
+6,821
New +$504K 0.23% 108

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

Beverly Hills Private Wealth's CBRE Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 3,495 shares — an estimated $473K sold.

Beverly Hills Private Wealth first reported a position in CBRE in Q4 2022 and held it in 14 quarters. The position peaked at $1.41M in Q2 2023. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,495 CBRE Group shares in Q2 2026, an estimated $473K.
  • Beverly Hills Private Wealth first reported a position in CBRE Group in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's CBRE Group position peaked at $1.41M in Q2 2023.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.