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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
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 $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

Carlson Capital's CBRE Position: Q1 2026 in Review

Carlson Capital opened a new position in CBRE Group (CBRE) in Q1 2026: 11,882 shares worth $1.61M. The stake represents 0.51% of the portfolio and ranks #38 among its holdings. This is a return to the name: Carlson Capital previously reported a position in CBRE as recently as Q1 2014.

Carlson Capital first reported a position in CBRE in Q1 2014 and has held it in 2 quarters since. The position peaked at $9.4M in Q1 2014. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Carlson Capital held 11,882 shares of CBRE Group worth $1.61M as of Q1 2026.
  • CBRE Group was a new Carlson Capital position in Q1 2026.
  • CBRE Group made up 0.51% of Carlson Capital's portfolio in Q1 2026, its #38 holding.
  • Carlson Capital first reported a position in CBRE Group in Q1 2014 and has held it in 2 quarters since.
  • Carlson Capital's CBRE Group position peaked at $9.4M in Q1 2014.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.