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Channel Wealth’s CBRE Group CBRE Stock Holding History

Channel Wealth’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 		$378K Buy
+2,810
New +$387K 0.08% 124
2025
Q4 		– Sell
-1,288
Closed -$203K – 176
2025
Q3 		$203K Buy
+1,288
New +$199K 0.05% 163

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 $3.37T AUM 44.26% 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

Channel Wealth's CBRE Position: Q2 2026 in Review

Channel Wealth opened a new position in CBRE Group (CBRE) in Q2 2026: 2,810 shares worth $378K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Channel Wealth previously reported a position in CBRE as recently as Q3 2025.

Channel Wealth first reported a position in CBRE in Q3 2025 and has held it in 2 quarters since. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Channel Wealth held 2,810 shares of CBRE Group worth $378K as of Q2 2026.
  • CBRE Group was a new Channel Wealth position in Q2 2026.
  • CBRE Group made up 0.08% of Channel Wealth's portfolio in Q2 2026, its #124 holding.
  • Channel Wealth first reported a position in CBRE Group in Q3 2025 and has held it in 2 quarters since.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.