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Carolinas Wealth Consulting’s CBRE Group CBRE Stock Holding History

Carolinas Wealth Consulting’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
-17
Closed -$2.22K – 130
2025
Q1 		$2.22K Hold
17
– – ﹤0.01% 781
2024
Q4 		$2.23K Hold
17
– – ﹤0.01% 808
2024
Q3 		$2.12K Buy
17
+5
+42% +$545 ﹤0.01% 806
2024
Q2 		$1.07K Hold
12
– – ﹤0.01% 901
2024
Q1 		$1.17K Buy
12
+5
+71% +$449 ﹤0.01% 874
2023
Q4 		$652 Hold
7
– – ﹤0.01% 883
2023
Q3 		$485 Hold
7
– – ﹤0.01% 928
2023
Q2 		$565 Hold
7
– – ﹤0.01% 982
2023
Q1 		$510 Hold
7
– – ﹤0.01% 989
2022
Q4 		$539 Hold
7
– – ﹤0.01% 989
2022
Q3 		$0 Hold
7
– – ﹤0.01% 880
2022
Q2 		$1K Hold
7
– – ﹤0.01% 797
2022
Q1 		$1K Hold
7
– – ﹤0.01% 826
2021
Q4 		$1K Hold
7
– – ﹤0.01% 863
2021
Q3 		$1K Hold
7
– – ﹤0.01% 833
2021
Q2 		$1K Hold
7
– – ﹤0.01% 844
2021
Q1 		$1K Hold
7
– – ﹤0.01% 850
2020
Q4 		$0 Hold
7
– – ﹤0.01% 887
2020
Q3 		$0 Hold
7
– – ﹤0.01% 936
2020
Q2 		$0 Buy
+7
New +$302 ﹤0.01% 661

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's CBRE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 17 shares — an estimated $2.22K sold.

Carolinas Wealth Consulting first reported a position in CBRE in Q2 2020 and held it in 20 quarters. The position peaked at $2.23K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 17 CBRE Group shares in Q2 2025, an estimated $2.22K.
  • Carolinas Wealth Consulting first reported a position in CBRE Group in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's CBRE Group position peaked at $2.23K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.