CAAS
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Capital Asset Advisory Services’s CBRE Group CBRE Stock Holding History

Capital Asset Advisory Services’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 		– Sell
-1,246
Closed -$208K – 302
2025
Q4 		$208K Buy
+1,246
New +$196K 0.01% 279
2022
Q1 		– Sell
-1,842
Closed -$200K – 572
2021
Q4 		$200K Buy
+1,842
New +$189K 0.02% 395

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T 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

Capital Asset Advisory Services's CBRE Position: Q1 2026 in Review

Capital Asset Advisory Services sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,246 shares — an estimated $208K sold.

Capital Asset Advisory Services first reported a position in CBRE in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Capital Asset Advisory Services reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,246 CBRE Group shares in Q1 2026, an estimated $208K.
  • Capital Asset Advisory Services first reported a position in CBRE Group in Q4 2021 and held it in 2 quarters.
  • Capital Asset Advisory Services's CBRE Group position peaked at $208K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.