Capstone Investment Advisors
CBRE icon

Capstone Investment Advisors’s CBRE Group CBRE Stock Holding History

Capstone Investment Advisors’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 		$498K Sell
3,699
-2,887
-44% -$398K ﹤0.01% 1246
2026
Q1 		$892K Buy
+6,586
New +$1M ﹤0.01% 903
2025
Q4 		– Sell
-1,514
Closed -$238K – 1640
2025
Q3 		$239K Buy
+1,514
New +$234K ﹤0.01% 1739
2025
Q1 		– Sell
-4,904
Closed -$666K – 1411
2024
Q4 		$644K Sell
4,904
-977
-17% -$128K ﹤0.01% 1224
2024
Q3 		$732K Sell
5,881
-2,248
-28% -$245K ﹤0.01% 1081
2024
Q2 		$724K Buy
8,129
+3,137
+63% +$278K ﹤0.01% 1126
2024
Q1 		$485K Buy
+4,992
New +$448K ﹤0.01% 1577
2023
Q4 		– Sell
-3,797
Closed -$295K – 2133
2023
Q3 		$280K Buy
3,797
+3,744
+7,064% +$310K ﹤0.01% 1645
2023
Q2 		$4.28K Sell
53
-2,658
-98% -$199K ﹤0.01% 1818
2023
Q1 		$197K Buy
+2,711
New +$221K ﹤0.01% 1268
2022
Q4 		– Sell
-12,313
Closed -$831K – 1533
2022
Q3 		$831K Buy
12,313
+11,372
+1,209% +$901K 0.01% 1103
2022
Q2 		$69K Sell
941
-1,320
-58% -$106K ﹤0.01% 1569
2022
Q1 		$207K Buy
2,261
+1,810
+401% +$176K ﹤0.01% 1691
2021
Q4 		$49K Buy
+451
New +$46.2K ﹤0.01% 1721
2021
Q1 		– Sell
-5,312
Closed -$376K – 1696
2020
Q4 		$333K Buy
+5,312
New +$300K ﹤0.01% 1344
2017
Q3 		– Sell
-36,084
Closed -$1.31M – 557
2017
Q2 		$1.31M Sell
36,084
-47,877
-57% -$1.67M 0.04% 295
2017
Q1 		$2.92M Buy
+83,961
New +$2.81M 0.07% 217
2016
Q4 		– Sell
-33,694
Closed -$942K – 936
2016
Q3 		$942K Sell
33,694
-11,099
-25% -$317K 0.02% 396
2016
Q2 		$1.19M Buy
44,793
+19,337
+76% +$566K 0.02% 315
2016
Q1 		$733K Buy
25,456
+15,256
+150% +$420K 0.02% 356
2015
Q4 		$352K Buy
+10,200
New +$360K 0.01% 383

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's CBRE Position: Q2 2026 in Review

Capstone Investment Advisors reduced its CBRE Group (CBRE) stake by 44% in Q2 2026, selling an estimated $398K and leaving 3,699 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Capstone Investment Advisors first reported a position in CBRE in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.92M in Q1 2017. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Capstone Investment Advisors held 3,699 shares of CBRE Group worth $498K as of Q2 2026.
  • Capstone Investment Advisors sold 2,887 CBRE Group shares in Q2 2026, an estimated $398K.
  • CBRE Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1246 holding.
  • Capstone Investment Advisors first reported a position in CBRE Group in Q4 2015 and has held it in 21 quarters since.
  • Capstone Investment Advisors's CBRE Group position peaked at $2.92M in Q1 2017.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.