CAWM
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Capital A Wealth Management’s CBRE Group CBRE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$2.42K Sell
26
-1,414
-98% -$179K 0.03% 301
2025
Q1 		$188K Buy
1,440
+4
+0.3% +$544 0.2% 68
2024
Q4 		$189K Buy
+1,436
New +$188K 0.31% 69

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's CBRE Position: Q2 2025 in Review

Capital A Wealth Management reduced its CBRE Group (CBRE) stake by 98% in Q2 2025, selling an estimated $179K and leaving 26 shares worth $2.42K. The position accounts for 0.03% of the portfolio, ranked #301.

Capital A Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 3 quarters since. The position peaked at $189K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Capital A Wealth Management held 26 shares of CBRE Group worth $2.42K as of Q2 2025.
  • Capital A Wealth Management sold 1,414 CBRE Group shares in Q2 2025, an estimated $179K.
  • CBRE Group made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #301 holding.
  • Capital A Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's CBRE Group position peaked at $189K in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.