Capstone Investment Advisors
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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
Q1 		$406K Buy
3,000
+1,300
+76% +$198K ﹤0.01% 1233
2025
Q4 		$273K Sell
1,700
-300
-15% -$47.2K ﹤0.01% 1397
2025
Q3 		$315K Buy
+2,000
New +$309K ﹤0.01% 1627
2025
Q2 		– Sell
-3,800
Closed -$497K – 1599
2025
Q1 		$497K Sell
3,800
-600
-14% -$81.5K ﹤0.01% 1081
2024
Q4 		$578K Buy
4,400
+1,800
+69% +$236K ﹤0.01% 1261
2024
Q3 		$324K Buy
2,600
+800
+44% +$87.2K ﹤0.01% 1387
2024
Q2 		$160K Buy
1,800
+300
+20% +$26.6K ﹤0.01% 1812
2024
Q1 		$146K Sell
1,500
-6,700
-82% -$602K ﹤0.01% 2079
2023
Q4 		$763K Sell
8,200
-3,400
-29% -$264K ﹤0.01% 1157
2023
Q3 		$857K Sell
11,600
-1,000
-8% -$82.9K ﹤0.01% 1043
2023
Q2 		$1.02M Buy
12,600
+300
+2% +$22.5K 0.01% 869
2023
Q1 		$896K Buy
+12,300
New +$1M ﹤0.01% 828
2022
Q3 		– Sell
-6,100
Closed -$449K – 1666
2022
Q2 		$449K Sell
6,100
-45,700
-88% -$3.68M ﹤0.01% 1275
2022
Q1 		$4.74M Buy
51,800
+23,600
+84% +$2.3M 0.01% 730
2021
Q4 		$3.06M Sell
28,200
-35,000
-55% -$3.59M 0.01% 971
2021
Q3 		$6.15M Sell
63,200
-13,900
-18% -$1.29M 0.01% 785
2021
Q2 		$6.61M Buy
77,100
+40,400
+110% +$3.45M 0.02% 650
2021
Q1 		$2.9M Buy
36,700
+19,800
+117% +$1.4M 0.01% 810
2020
Q4 		$1.06M Sell
16,900
-19,500
-54% -$1.1M ﹤0.01% 1060
2020
Q3 		$1.71M Buy
36,400
+8,300
+30% +$379K 0.01% 864
2020
Q2 		$1.27M Buy
+28,100
New +$1.21M 0.01% 849

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Capstone Investment Advisors's CBRE Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in CBRE Group (CBRE) in Q1 2026: 6,586 shares worth $892K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in CBRE as recently as Q3 2025.

Capstone Investment Advisors first reported a position in CBRE in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.92M in Q1 2017. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Capstone Investment Advisors held 6,586 shares of CBRE Group worth $892K as of Q1 2026.
  • CBRE Group was a new Capstone Investment Advisors position in Q1 2026.
  • CBRE Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #903 holding.
  • Capstone Investment Advisors first reported a position in CBRE Group in Q4 2015 and has held it in 20 quarters since.
  • Capstone Investment Advisors's CBRE Group position peaked at $2.92M in Q1 2017.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.