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Cahill Financial Advisors’s CBRE Group CBRE Stock Holding History

Cahill Financial Advisors’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 		$325K Hold
2,416
– – 0.03% 242
2026
Q1 		$327K Hold
2,416
– – 0.04% 234
2025
Q4 		$388K Hold
2,416
– – 0.04% 208
2025
Q3 		$381K Sell
2,416
-492
-17% -$76.1K 0.04% 200
2025
Q2 		$407K Hold
2,908
– – 0.05% 194
2025
Q1 		$380K Hold
2,908
– – 0.05% 193
2024
Q4 		$382K Sell
2,908
-77
-3% -$10.1K 0.05% 188
2024
Q3 		$372K Buy
2,985
+7
+0.2% +$763 0.05% 190
2024
Q2 		$265K Buy
2,978
+10
+0.3% +$887 0.04% 230
2024
Q1 		$289K Buy
2,968
+55
+2% +$4.94K 0.04% 222
2023
Q4 		$271K Buy
2,913
+5
+0.2% +$389 0.04% 211
2023
Q3 		$215K Sell
2,908
-10
-0.3% -$829 0.04% 229
2023
Q2 		$236K Buy
2,918
+5
+0.2% +$374 0.04% 220
2023
Q1 		$212K Hold
2,913
– – 0.04% 225
2022
Q4 		$224K Buy
+2,913
New +$215K 0.04% 213
2022
Q3 		– Sell
-2,913
Closed -$214K – 215
2022
Q2 		$214K Buy
2,913
+5
+0.2% +$402 0.05% 200
2022
Q1 		$266K Sell
2,908
-753
-21% -$73.4K 0.05% 196
2021
Q4 		$397K Hold
3,661
– – 0.08% 171
2021
Q3 		$356K Hold
3,661
– – 0.07% 173
2021
Q2 		$314K Hold
3,661
– – 0.07% 173
2021
Q1 		$290K Hold
3,661
– – 0.07% 175
2020
Q4 		$230K Buy
+3,661
New +$207K 0.06% 180
2020
Q1 		– Sell
-3,661
Closed -$225K – 150
2019
Q4 		$225K Buy
+3,661
New +$203K 0.08% 150

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

Cahill Financial Advisors's CBRE Position: Q2 2026 in Review

Cahill Financial Advisors held its CBRE Group (CBRE) position steady in Q2 2026 at 2,416 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #242.

Cahill Financial Advisors first reported a position in CBRE in Q4 2019 and has held it in 23 quarters since. The position peaked at $407K in Q2 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Cahill Financial Advisors held 2,416 shares of CBRE Group worth $325K as of Q2 2026.
  • Cahill Financial Advisors left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Cahill Financial Advisors first reported a position in CBRE Group in Q4 2019 and has held it in 23 quarters since.
  • Cahill Financial Advisors's CBRE Group position peaked at $407K in Q2 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.