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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
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

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

Chapman Financial Group's CBRE Position: Q2 2026 in Review

Chapman Financial Group held its CBRE Group (CBRE) position steady in Q2 2026 at 8,538 shares worth $1.15M. The position accounts for 0.76% of the portfolio, ranked #32.

Chapman Financial Group first reported a position in CBRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Chapman Financial Group held 8,538 shares of CBRE Group worth $1.15M as of Q2 2026.
  • Chapman Financial Group left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.76% of Chapman Financial Group's portfolio in Q2 2026, its #32 holding.
  • Chapman Financial Group first reported a position in CBRE Group in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's CBRE Group position peaked at $1.53M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.