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Burney Company’s CBRE Group CBRE Stock Holding History

Burney Company’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 		– Sell
-1,498
Closed -$203K – 617
2026
Q1 		$203K Sell
1,498
-1,042
-41% -$158K 0.01% 569
2025
Q4 		$408K Sell
2,540
-176
-6% -$27.7K 0.01% 469
2025
Q3 		$428K Buy
2,716
+125
+5% +$19.3K 0.01% 442
2025
Q2 		$363K Sell
2,591
-267
-9% -$33.8K 0.01% 467
2025
Q1 		$374K Sell
2,858
-12,289
-81% -$1.67M 0.01% 457
2024
Q4 		$1.99M Buy
15,147
+12,107
+398% +$1.59M 0.07% 220
2024
Q3 		$378K Sell
3,040
-45
-1% -$4.91K 0.01% 475
2024
Q2 		$275K Sell
3,085
-325
-10% -$28.8K 0.01% 528
2024
Q1 		$332K Sell
3,410
-160
-4% -$14.4K 0.01% 511
2023
Q4 		$332K Sell
3,570
-1,061
-23% -$82.5K 0.01% 480
2023
Q3 		$342K Sell
4,631
-583
-11% -$48.3K 0.02% 461
2023
Q2 		$421K Sell
5,214
-9,442
-64% -$707K 0.02% 437
2023
Q1 		$1.07M Sell
14,656
-75
-0.5% -$6.13K 0.05% 305
2022
Q4 		$1.13M Sell
14,731
-4,982
-25% -$368K 0.06% 282
2022
Q3 		$1.33M Sell
19,713
-2,047
-9% -$162K 0.07% 253
2022
Q2 		$1.6M Sell
21,760
-39,450
-64% -$3.18M 0.08% 227
2022
Q1 		$5.6M Buy
61,210
+14,183
+30% +$1.38M 0.26% 113
2021
Q4 		$5.1M Buy
47,027
+41,803
+800% +$4.28M 0.22% 130
2021
Q3 		$509K Buy
5,224
+270
+5% +$25.1K 0.02% 409
2021
Q2 		$425K Sell
4,954
-1,693
-25% -$145K 0.02% 444
2021
Q1 		$526K Buy
6,647
+384
+6% +$27.2K 0.03% 403
2020
Q4 		$393K Sell
6,263
-3,543
-36% -$200K 0.02% 402
2020
Q3 		$460K Sell
9,806
-6,394
-39% -$292K 0.03% 364
2020
Q2 		$733K Sell
16,200
-65,031
-80% -$2.8M 0.05% 298
2020
Q1 		$3.06M Buy
+81,231
New +$4.49M 0.24% 120

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

Burney Company's CBRE Position: Q2 2026 in Review

Burney Company sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,498 shares — an estimated $203K sold.

Burney Company first reported a position in CBRE in Q1 2020 and held it in 25 quarters. The position peaked at $5.6M in Q1 2022. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Burney Company reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 1,498 CBRE Group shares in Q2 2026, an estimated $203K.
  • Burney Company first reported a position in CBRE Group in Q1 2020 and held it in 25 quarters.
  • Burney Company's CBRE Group position peaked at $5.6M in Q1 2022.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.