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Breakwater Investment Management’s CBRE Group CBRE Stock Holding History

Breakwater Investment 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
Q1 		$542 Buy
4
+1
+33% +$152 ﹤0.01% 405
2025
Q4 		$483 Hold
3
– – ﹤0.01% 450
2025
Q3 		$473 Buy
+3
New +$464 ﹤0.01% 471

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Breakwater Investment Management's CBRE Position: Q1 2026 in Review

Breakwater Investment Management increased its CBRE Group (CBRE) stake by 33% in Q1 2026, buying an estimated $152 and bringing the position to 4 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Breakwater Investment Management first reported a position in CBRE in Q3 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Breakwater Investment Management held 4 shares of CBRE Group worth $542 as of Q1 2026.
  • Breakwater Investment Management bought 1 CBRE Group share in Q1 2026, an estimated $152.
  • CBRE Group made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #405 holding.
  • Breakwater Investment Management first reported a position in CBRE Group in Q3 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.