CFO
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Callan Family Office’s CBRE Group CBRE Stock Holding History

Callan Family Office’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 		$1.33M Buy
9,814
+251
+3% +$38.1K 0.03% 480
2025
Q4 		$1.54M Buy
9,563
+4,114
+76% +$647K 0.03% 425
2025
Q3 		$859K Sell
5,449
-3,074
-36% -$476K 0.03% 411
2025
Q2 		$1.19M Buy
8,523
+5,391
+172% +$682K 0.04% 360
2025
Q1 		$410K Buy
3,132
+177
+6% +$24.1K 0.03% 368
2024
Q4 		$388K Buy
+2,955
New +$387K 0.02% 424

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Callan Family Office's CBRE Position: Q1 2026 in Review

Callan Family Office increased its CBRE Group (CBRE) stake by 2.6% in Q1 2026, buying an estimated $38.1K and bringing the position to 9,814 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #480.

Callan Family Office first reported a position in CBRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Callan Family Office held 9,814 shares of CBRE Group worth $1.33M as of Q1 2026.
  • Callan Family Office bought 251 CBRE Group shares in Q1 2026, an estimated $38.1K.
  • CBRE Group made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #480 holding.
  • Callan Family Office first reported a position in CBRE Group in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's CBRE Group position peaked at $1.54M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.