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
2025
Q2 		– Sell
-2,000
Closed -$262K – 1598
2025
Q1 		$262K Sell
2,000
-200
-9% -$27.2K ﹤0.01% 1225
2024
Q4 		$289K Buy
2,200
+700
+47% +$91.7K ﹤0.01% 1493
2024
Q3 		$187K Buy
1,500
+500
+50% +$54.5K ﹤0.01% 1598
2024
Q2 		$89.1K Buy
1,000
+100
+11% +$8.87K ﹤0.01% 1903
2024
Q1 		$87.5K Sell
900
-1,500
-63% -$135K ﹤0.01% 2152
2023
Q4 		$223K Sell
2,400
-3,900
-62% -$303K ﹤0.01% 1732
2023
Q3 		$465K Sell
6,300
-1,600
-20% -$133K ﹤0.01% 1359
2023
Q2 		$638K Buy
7,900
+200
+3% +$15K ﹤0.01% 1044
2023
Q1 		$561K Buy
+7,700
New +$629K ﹤0.01% 969
2022
Q3 		– Sell
-1,300
Closed -$96K – 1665
2022
Q2 		$96K Sell
1,300
-16,200
-93% -$1.3M ﹤0.01% 1520
2022
Q1 		$1.6M Buy
17,500
+6,900
+65% +$672K ﹤0.01% 1153
2021
Q4 		$1.15M Sell
10,600
-9,500
-47% -$973K ﹤0.01% 1266
2021
Q3 		$1.96M Buy
20,100
+2,700
+16% +$251K ﹤0.01% 1204
2021
Q2 		$1.49M Buy
17,400
+6,400
+58% +$546K ﹤0.01% 1120
2021
Q1 		$870K Buy
11,000
+9,900
+900% +$700K ﹤0.01% 1165
2020
Q4 		$69K Sell
1,100
-3,700
-77% -$209K ﹤0.01% 1599
2020
Q3 		$225K Buy
4,800
+100
+2% +$4.56K ﹤0.01% 1272
2020
Q2 		$213K Buy
+4,700
New +$203K ﹤0.01% 1212

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.