Cetera Advisors’s CBRE Group CBRE Stock Holding History

Cetera 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
2023 Q4	–	Sell	-8,500	Closed	-$54.4K	–	1802
2023 Q3	$54.4K	Buy	+8,500	New	+$705K	﹤0.01%	1649
2023 Q2	–	Sell	-4,200	Closed	-$17.6K	–	1672
2023 Q1	$17.6K	Sell	4,200 -4,300	-51%	-$351K	﹤0.01%	1625
2022 Q4	$20.8K	Sell	8,500 -500	-6%	-$36.9K	﹤0.01%	1573
2022 Q3	$109K	Buy	+9,000	New	+$713K	﹤0.01%	1202
2018 Q4	–	Sell	-7,000	Closed	-$14K	–	860
2018 Q3	$14K	Buy	+7,000	New	+$334K	﹤0.01%	946
2018 Q1	–	Sell	-7,000	Closed	-$6K	–	795
2017 Q4	$6K	Buy	+7,000	New	+$290K	﹤0.01%	775
2016 Q3	–	Sell	-4,000	Closed	-$4K	–	778
2016 Q2	$4K	Buy	+4,000	New	+$117K	﹤0.01%	773

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Advisors's CBRE Position: Q1 2024 in Review

Cetera Advisors increased its CBRE Group (CBRE) stake by 9.1% in Q1 2024, buying an estimated $97.9K and bringing the position to 13,074 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1036.

Cetera Advisors first reported a position in CBRE in Q3 2013 and has held it in 43 quarters since. 797 funds tracked by Wall St. Rank hold CBRE as of Q1 2024.

Cetera Advisors held 13,074 shares of CBRE Group worth $1.27M as of Q1 2024.
Cetera Advisors bought 1,090 CBRE Group shares in Q1 2024, an estimated $97.9K.
CBRE Group made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1036 holding.
Cetera Advisors first reported a position in CBRE Group in Q3 2013 and has held it in 43 quarters since.
797 funds tracked by Wall St. Rank held CBRE Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.