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Chapman Financial Group’s CBRE Group CBRE Stock Holding History

Chapman Financial Group’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
Q3 		$1.09M Sell
8,466
-72
-0.8% -$10.3K 0.72% 36
2026
Q2 		$1.15M Hold
8,538
– – 0.76% 32
2026
Q1 		$1.16M Sell
8,538
-981
-10% -$149K 0.83% 35
2025
Q4 		$1.53M Hold
9,519
– – 1.04% 23
2025
Q3 		$1.5M Hold
9,519
– – 1.04% 23
2025
Q2 		$1.33M Buy
+9,519
New +$1.2M 1.13% 24
2024
Q4 		$1.37M Buy
+10,416
New +$1.36M 1.09% 27

Other funds holding CBRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Chapman Financial Group's CBRE Position: Q3 2026 in Review

Chapman Financial Group reduced its CBRE Group (CBRE) stake by 0.84% in Q3 2026, selling an estimated $10.3K and leaving 8,466 shares worth $1.09M. The position accounts for 0.72% of the portfolio, ranked #36.

Chapman Financial Group first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 635 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Chapman Financial Group held 8,466 shares of CBRE Group worth $1.09M as of Q3 2026.
  • Chapman Financial Group sold 72 CBRE Group shares in Q3 2026, an estimated $10.3K.
  • CBRE Group made up 0.72% of Chapman Financial Group's portfolio in Q3 2026, its #36 holding.
  • Chapman Financial Group first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Chapman Financial Group's CBRE Group position peaked at $1.53M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.