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Bruce G. Allen Investments’s CBRE Group CBRE Stock Holding History

Bruce G. Allen Investments’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 		$78.1K Buy
580
+9
+2% +$1.24K 0.05% 194
2026
Q1 		$77.3K Sell
571
-4
-0.7% -$608 0.05% 192
2025
Q4 		$92.5K Sell
575
-21
-4% -$3.3K 0.06% 171
2025
Q3 		$93.9K Sell
596
-7
-1% -$1.08K 0.07% 174
2025
Q2 		$84.5K Sell
603
-26
-4% -$3.29K 0.06% 178
2025
Q1 		$82.3K Buy
629
+12
+2% +$1.63K 0.07% 166
2024
Q4 		$81K Buy
617
+12
+2% +$1.57K 0.07% 171
2024
Q3 		$75.3K Sell
605
-4
-0.7% -$436 0.06% 190
2024
Q2 		$54.3K Buy
609
+57
+10% +$5.06K 0.05% 222
2024
Q1 		$53.7K Buy
552
+32
+6% +$2.87K 0.04% 228
2023
Q4 		$48.4K Buy
+520
New +$40.4K 0.04% 233

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

Bruce G. Allen Investments's CBRE Position: Q2 2026 in Review

Bruce G. Allen Investments increased its CBRE Group (CBRE) stake by 1.6% in Q2 2026, buying an estimated $1.24K and bringing the position to 580 shares worth $78.1K. The position accounts for 0.05% of the portfolio, ranked #194.

Bruce G. Allen Investments first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.9K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Bruce G. Allen Investments held 580 shares of CBRE Group worth $78.1K as of Q2 2026.
  • Bruce G. Allen Investments bought 9 CBRE Group shares in Q2 2026, an estimated $1.24K.
  • CBRE Group made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #194 holding.
  • Bruce G. Allen Investments first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's CBRE Group position peaked at $93.9K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.