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Cassaday & Co Wealth Management’s CBRE Group CBRE Stock Holding History

Cassaday & Co Wealth Management’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 		$32.7K Buy
+241
New +$36.6K ﹤0.01% 699

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

Cassaday & Co Wealth Management's CBRE Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in CBRE Group (CBRE) in Q1 2026: 241 shares worth $32.7K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings.

1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Cassaday & Co Wealth Management held 241 shares of CBRE Group worth $32.7K as of Q1 2026.
  • CBRE Group was a new Cassaday & Co Wealth Management position in Q1 2026.
  • CBRE Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #699 holding.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.