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Carolina Wealth Advisors’s CBRE Group CBRE Stock Holding History

Carolina Wealth 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
Q4 		– Sell
-46
Closed -$7.25K – 277
2025
Q3 		$7.25K Hold
46
– – ﹤0.01% 181
2025
Q2 		$6.45K Hold
46
– – ﹤0.01% 172
2025
Q1 		$6.02K Hold
46
– – ﹤0.01% 181
2024
Q4 		$6.04K Hold
46
– – ﹤0.01% 180
2024
Q3 		$5.73K Buy
+46
New +$5.01K ﹤0.01% 217

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Carolina Wealth Advisors's CBRE Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 46 shares — an estimated $7.25K sold.

Carolina Wealth Advisors first reported a position in CBRE in Q3 2024 and held it in 5 quarters. The position peaked at $7.25K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 46 CBRE Group shares in Q4 2025, an estimated $7.25K.
  • Carolina Wealth Advisors first reported a position in CBRE Group in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's CBRE Group position peaked at $7.25K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.