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BSW Wealth Partners’s CBRE Group CBRE Stock Holding History

BSW Wealth Partners’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 		$397K Sell
2,949
-26
-0.9% -$3.58K 0.04% 206
2026
Q1 		$403K Sell
2,975
-522
-15% -$79.3K 0.05% 200
2025
Q4 		$562K Buy
3,497
+27
+0.8% +$4.25K 0.07% 167
2025
Q3 		$547K Buy
3,470
+285
+9% +$44.1K 0.07% 164
2025
Q2 		$446K Sell
3,185
-32
-1% -$4.05K 0.06% 182
2025
Q1 		$421K Buy
3,217
+21
+0.7% +$2.85K 0.06% 182
2024
Q4 		$420K Buy
3,196
+59
+2% +$7.72K 0.06% 183
2024
Q3 		$390K Sell
3,137
-107
-3% -$11.7K 0.06% 191
2024
Q2 		$289K Sell
3,244
-229
-7% -$20.3K 0.05% 217
2024
Q1 		$338K Sell
3,473
-108
-3% -$9.7K 0.06% 199
2023
Q4 		$333K Buy
3,581
+4
+0.1% +$311 0.07% 181
2023
Q3 		$264K Sell
3,577
-748
-17% -$62K 0.06% 195
2023
Q2 		$349K Sell
4,325
-22
-0.5% -$1.65K 0.07% 161
2023
Q1 		$317K Sell
4,347
-123
-3% -$10K 0.06% 208
2022
Q4 		$344K Buy
+4,470
New +$330K 0.07% 188
2022
Q2 		– Sell
-2,410
Closed -$221K – 284
2022
Q1 		$221K Sell
2,410
-490
-17% -$47.7K 0.06% 257
2021
Q4 		$315K Buy
2,900
+800
+38% +$82K 0.08% 189
2021
Q3 		$204K Buy
+2,100
New +$195K 0.06% 235

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

BSW Wealth Partners's CBRE Position: Q2 2026 in Review

BSW Wealth Partners reduced its CBRE Group (CBRE) stake by 0.87% in Q2 2026, selling an estimated $3.58K and leaving 2,949 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #206.

BSW Wealth Partners first reported a position in CBRE in Q3 2021 and has held it in 18 quarters since. The position peaked at $562K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • BSW Wealth Partners held 2,949 shares of CBRE Group worth $397K as of Q2 2026.
  • BSW Wealth Partners sold 26 CBRE Group shares in Q2 2026, an estimated $3.58K.
  • CBRE Group made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • BSW Wealth Partners first reported a position in CBRE Group in Q3 2021 and has held it in 18 quarters since.
  • BSW Wealth Partners's CBRE Group position peaked at $562K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.