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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
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 $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

CBIZ Investment Advisory Services's CBRE Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its CBRE Group (CBRE) stake by 58% in Q1 2026, selling an estimated $4.41K and leaving 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 4 quarters since. The position peaked at $8.51K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • CBIZ Investment Advisory Services held 21 shares of CBRE Group worth $2.85K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 29 CBRE Group shares in Q1 2026, an estimated $4.41K.
  • CBRE Group made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #293 holding.
  • CBIZ Investment Advisory Services first reported a position in CBRE Group in Q2 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's CBRE Group position peaked at $8.51K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.