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Carlson Capital’s CBRE Group CBRE Stock Holding History

Carlson Capital’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 		$9.58M Buy
71,147
+59,265
+499% +$8.16M 1.94% 21
2026
Q1 		$1.61M Buy
+11,882
New +$1.81M 0.51% 38
2014
Q2 		– Sell
-342,590
Closed -$9.4M – 339
2014
Q1 		$9.4M Buy
+342,590
New +$9.24M 0.11% 230

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

Carlson Capital's CBRE Position: Q2 2026 in Review

Carlson Capital increased its CBRE Group (CBRE) stake by 499% in Q2 2026, buying an estimated $8.16M and bringing the position to 71,147 shares worth $9.58M. The position accounts for 1.94% of the portfolio, ranked #21.

Carlson Capital first reported a position in CBRE in Q1 2014 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Carlson Capital held 71,147 shares of CBRE Group worth $9.58M as of Q2 2026.
  • Carlson Capital bought 59,265 CBRE Group shares in Q2 2026, an estimated $8.16M.
  • CBRE Group made up 1.94% of Carlson Capital's portfolio in Q2 2026, its #21 holding.
  • Carlson Capital first reported a position in CBRE Group in Q1 2014 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.