Burkett Financial Services’s CBRE Group CBRE Stock Holding History

Burkett Financial Services’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	$16.7K	Buy	+124	New	+$17.1K	0.01%	159

Other funds holding CBRE

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Burkett Financial Services's CBRE Position: Q2 2026 in Review

Burkett Financial Services opened a new position in CBRE Group (CBRE) in Q2 2026: 124 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

464 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Burkett Financial Services held 124 shares of CBRE Group worth $16.7K as of Q2 2026.
CBRE Group was a new Burkett Financial Services position in Q2 2026.
CBRE Group made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #159 holding.
464 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.