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CBIZ Investment Advisory Services’s CBRE Group CBRE Stock Holding History

CBIZ Investment Advisory Services’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 		$2.85K Hold
21
– – ﹤0.01% 293
2026
Q1 		$2.85K Sell
21
-29
-58% -$4.41K ﹤0.01% 293
2025
Q4 		$8.04K Sell
50
-4
-7% -$629 ﹤0.01% 422
2025
Q3 		$8.51K Buy
54
+26
+93% +$4.02K ﹤0.01% 371
2025
Q2 		$3.92K Buy
+28
New +$3.54K ﹤0.01% 462

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CBRE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its CBRE Group (CBRE) position steady in Q2 2026 at 21 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

CBIZ Investment Advisory Services first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.51K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • CBIZ Investment Advisory Services held 21 shares of CBRE Group worth $2.85K as of Q2 2026.
  • CBIZ Investment Advisory Services left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #293 holding.
  • CBIZ Investment Advisory Services first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's CBRE Group position peaked at $8.51K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.