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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bruce G. Allen Investments's CBRE Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its CBRE Group (CBRE) stake by 0.7% in Q1 2026, selling an estimated $608 and leaving 571 shares worth $77.3K. The position accounts for 0.05% of the portfolio, ranked #192.

Bruce G. Allen Investments first reported a position in CBRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $93.9K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Bruce G. Allen Investments held 571 shares of CBRE Group worth $77.3K as of Q1 2026.
Bruce G. Allen Investments sold 4 CBRE Group shares in Q1 2026, an estimated $608.
CBRE Group made up 0.05% of Bruce G. Allen Investments's portfolio in Q1 2026, its #192 holding.
Bruce G. Allen Investments first reported a position in CBRE Group in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's CBRE Group position peaked at $93.9K in Q3 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.