Capital Advisors Ltd’s CBRE Group CBRE Stock Holding History

Capital Advisors Ltd’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	$10K	Sell	76 -82	-52%	-$11.3K	﹤0.01%	850
2026 Q1	$21K	Buy	158 +70	+80%	+$10.6K	﹤0.01%	656
2025 Q4	$14K	Buy	88 +21	+31%	+$3.3K	﹤0.01%	734
2025 Q3	$11K	Hold	67	–	–	﹤0.01%	773
2025 Q2	$9K	Hold	67	–	–	﹤0.01%	810
2025 Q1	$9K	Hold	67	–	–	﹤0.01%	791
2024 Q4	$9K	Hold	67	–	–	﹤0.01%	800
2024 Q3	$8K	Buy	67 +48	+253%	+$5.23K	﹤0.01%	815
2024 Q2	$2K	Sell	19 -5	-21%	-$444	﹤0.01%	1037
2024 Q1	$2K	Buy	24 +6	+33%	+$539	﹤0.01%	1019
2023 Q4	$2K	Buy	+18	New	+$1.4K	﹤0.01%	994
2023 Q1	–	Sell	-29	Closed	-$2K	–	1229
2022 Q4	$2K	Sell	29 -31	-52%	-$2.29K	﹤0.01%	830
2022 Q3	$4K	Buy	+60	New	+$4.76K	﹤0.01%	660
2022 Q1	–	Sell	-6	Closed	-$1K	–	928
2021 Q4	$1K	Buy	+6	New	+$615	﹤0.01%	624

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Advisors Ltd's CBRE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its CBRE Group (CBRE) stake by 52% in Q2 2026, selling an estimated $11.3K and leaving 76 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Capital Advisors Ltd first reported a position in CBRE in Q4 2021 and has held it in 14 quarters since. The position peaked at $21K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Capital Advisors Ltd held 76 shares of CBRE Group worth $10K as of Q2 2026.
Capital Advisors Ltd sold 82 CBRE Group shares in Q2 2026, an estimated $11.3K.
CBRE Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #850 holding.
Capital Advisors Ltd first reported a position in CBRE Group in Q4 2021 and has held it in 14 quarters since.
Capital Advisors Ltd's CBRE Group position peaked at $21K in Q1 2026.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.