Chevy Chase Trust
CBRE icon

Chevy Chase Trust’s CBRE Group CBRE Stock Holding History

Chevy Chase Trust’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 		$19.4M Sell
143,167
-5,486
-4% -$834K 0.06% 274
2025
Q4 		$23.9M Sell
148,653
-954
-0.6% -$150K 0.06% 234
2025
Q3 		$23.6M Sell
149,607
-5,519
-4% -$854K 0.06% 243
2025
Q2 		$21.7M Buy
155,126
+85
+0.1% +$10.7K 0.06% 252
2025
Q1 		$20.3M Sell
155,041
-4,446
-3% -$604K 0.06% 254
2024
Q4 		$20.9M Sell
159,487
-3,659
-2% -$479K 0.06% 248
2024
Q3 		$20.3M Sell
163,146
-1,564
-0.9% -$171K 0.06% 269
2024
Q2 		$14.7M Sell
164,710
-3
-0% -$266 0.05% 316
2024
Q1 		$16M Sell
164,713
-5,547
-3% -$498K 0.05% 305
2023
Q4 		$15.8M Sell
170,260
-3,902
-2% -$303K 0.06% 294
2023
Q3 		$12.9M Sell
174,162
-4,653
-3% -$386K 0.05% 305
2023
Q2 		$14.4M Sell
178,815
-4,789
-3% -$359K 0.05% 308
2023
Q1 		$13.4M Buy
183,604
+1,884
+1% +$154K 0.05% 318
2022
Q4 		$14M Sell
181,720
-14,391
-7% -$1.06M 0.06% 298
2022
Q3 		$13.2M Sell
196,111
-1,282
-0.6% -$102K 0.06% 301
2022
Q2 		$14.5M Sell
197,393
-3,817
-2% -$307K 0.06% 291
2022
Q1 		$18.4M Buy
201,210
+502
+0.3% +$48.9K 0.06% 278
2021
Q4 		$21.8M Sell
200,708
-5,430
-3% -$556K 0.07% 254
2021
Q3 		$20.1M Sell
206,138
-7,748
-4% -$720K 0.07% 255
2021
Q2 		$18.3M Sell
213,886
-11,349
-5% -$969K 0.06% 281
2021
Q1 		$17.8M Sell
225,235
-16,426
-7% -$1.16M 0.06% 289
2020
Q4 		$15.2M Sell
241,661
-6,950
-3% -$393K 0.05% 310
2020
Q3 		$11.7M Sell
248,611
-21,126
-8% -$964K 0.05% 335
2020
Q2 		$12.2M Sell
269,737
-14,820
-5% -$639K 0.05% 328
2020
Q1 		$10.7M Buy
284,557
+4,835
+2% +$267K 0.05% 324
2019
Q4 		$17.1M Sell
279,722
-2,201
-0.8% -$122K 0.06% 301
2019
Q3 		$14.9M Buy
281,923
+19,580
+7% +$1.03M 0.06% 311
2019
Q2 		$13.5M Buy
262,343
+908
+0.3% +$45.1K 0.06% 338
2019
Q1 		$13.6M Sell
261,435
-378
-0.1% -$17.7K 0.06% 335
2018
Q4 		$10.5M Buy
261,813
+884
+0.3% +$36.6K 0.05% 350
2018
Q3 		$11.5M Buy
260,929
+4,826
+2% +$230K 0.05% 383
2018
Q2 		$12.2M Sell
256,103
-225
-0.1% -$10.6K 0.05% 362
2018
Q1 		$12.1M Sell
256,328
-6,501
-2% -$296K 0.05% 363
2017
Q4 		$11.4M Sell
262,829
-563
-0.2% -$23.3K 0.05% 385
2017
Q3 		$9.98M Buy
263,392
+2,987
+1% +$110K 0.05% 397
2017
Q2 		$9.48M Sell
260,405
-287
-0.1% -$9.98K 0.05% 404
2017
Q1 		$9.07M Buy
260,692
+8,361
+3% +$280K 0.04% 408
2016
Q4 		$7.95M Buy
252,331
+1,575
+0.6% +$45.6K 0.04% 420
2016
Q3 		$7.02M Buy
250,756
+1,461
+0.6% +$41.7K 0.04% 441
2016
Q2 		$6.6M Buy
249,295
+3,932
+2% +$115K 0.04% 442
2016
Q1 		$7.07M Buy
245,363
+10,492
+4% +$289K 0.04% 432
2015
Q4 		$8.12M Buy
234,871
+2,256
+1% +$79.5K 0.05% 389
2015
Q3 		$7.44M Buy
232,615
+11,054
+5% +$392K 0.05% 400
2015
Q2 		$8.2M Buy
221,561
+2,783
+1% +$106K 0.05% 392
2015
Q1 		$8.47M Buy
218,778
+8,223
+4% +$284K 0.05% 390
2014
Q4 		$7.21M Sell
210,555
-1,496
-0.7% -$47.9K 0.05% 416
2014
Q3 		$6.31M Buy
212,051
+12,989
+7% +$408K 0.04% 437
2014
Q2 		$6.38M Buy
199,062
+942
+0.5% +$27.2K 0.04% 421
2014
Q1 		$5.43M Sell
198,120
-5,136
-3% -$138K 0.04% 446
2013
Q4 		$5.35M Buy
203,256
+8,688
+4% +$207K 0.04% 448
2013
Q3 		$4.5M Sell
194,568
-12,639
-6% -$293K 0.04% 455
2013
Q2 		$4.84M Buy
+207,207
New +$4.93M 0.04% 423

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

Chevy Chase Trust's CBRE Position: Q1 2026 in Review

Chevy Chase Trust reduced its CBRE Group (CBRE) stake by 3.7% in Q1 2026, selling an estimated $834K and leaving 143,167 shares worth $19.4M. The position accounts for 0.06% of the portfolio, ranked #274.

Chevy Chase Trust first reported a position in CBRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.9M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Chevy Chase Trust held 143,167 shares of CBRE Group worth $19.4M as of Q1 2026.
  • Chevy Chase Trust sold 5,486 CBRE Group shares in Q1 2026, an estimated $834K.
  • CBRE Group made up 0.06% of Chevy Chase Trust's portfolio in Q1 2026, its #274 holding.
  • Chevy Chase Trust first reported a position in CBRE Group in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's CBRE Group position peaked at $23.9M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.