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Capital Analysts LLC’s CBRE Group CBRE Stock Holding History

Capital Analysts LLC’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 		$106K Sell
788
-23
-3% -$3.17K ﹤0.01% 828
2026
Q1 		$110K Sell
811
-399
-33% -$60.6K ﹤0.01% 772
2025
Q4 		$195K Sell
1,210
-24
-2% -$3.77K 0.01% 622
2025
Q3 		$194K Sell
1,234
-522
-30% -$80.8K 0.01% 604
2025
Q2 		$246K Sell
1,756
-1
-0.1% -$126 0.01% 509
2025
Q1 		$230K Sell
1,757
-4
-0.2% -$544 0.01% 507
2024
Q4 		$231K Buy
1,761
+23
+1% +$3.01K 0.01% 468
2024
Q3 		$216K Buy
1,738
+203
+13% +$22.1K 0.01% 456
2024
Q2 		$137K Sell
1,535
-140
-8% -$12.4K 0.01% 515
2024
Q1 		$163K Buy
1,675
+482
+40% +$43.3K 0.01% 477
2023
Q4 		$111K Buy
1,193
+75
+7% +$5.83K 0.01% 511
2023
Q3 		$83K Buy
1,118
+154
+16% +$12.8K ﹤0.01% 520
2023
Q2 		$78K Sell
964
-274
-22% -$20.5K ﹤0.01% 511
2023
Q1 		$90K Buy
1,238
+119
+11% +$9.72K 0.01% 488
2022
Q4 		$86K Buy
1,119
+127
+13% +$9.38K 0.01% 527
2022
Q3 		$67K Buy
+992
New +$78.6K ﹤0.01% 512

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

Capital Analysts LLC's CBRE Position: Q2 2026 in Review

Capital Analysts LLC reduced its CBRE Group (CBRE) stake by 2.8% in Q2 2026, selling an estimated $3.17K and leaving 788 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Capital Analysts LLC first reported a position in CBRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $246K in Q2 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Capital Analysts LLC held 788 shares of CBRE Group worth $106K as of Q2 2026.
  • Capital Analysts LLC sold 23 CBRE Group shares in Q2 2026, an estimated $3.17K.
  • CBRE Group made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #828 holding.
  • Capital Analysts LLC first reported a position in CBRE Group in Q3 2022 and has held it in 16 quarters since.
  • Capital Analysts LLC's CBRE Group position peaked at $246K in Q2 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.