CWM
CBRE icon

Circle Wealth Management’s CBRE Group CBRE Stock Holding History

Circle Wealth Management’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 		$217K Hold
1,604
– – ﹤0.01% 255
2025
Q4 		$258K Buy
1,604
+10
+0.6% +$1.57K ﹤0.01% 221
2025
Q3 		$251K Hold
1,594
– – ﹤0.01% 207
2025
Q2 		$223K Sell
1,594
-28
-2% -$3.54K ﹤0.01% 211
2025
Q1 		$212K Buy
1,622
+28
+2% +$3.81K ﹤0.01% 213
2024
Q4 		$209K Buy
+1,594
New +$209K ﹤0.01% 211
2022
Q1 		– Sell
-2,008
Closed -$218K – 187
2021
Q4 		$218K Buy
+2,008
New +$206K 0.03% 185

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

Circle Wealth Management's CBRE Position: Q1 2026 in Review

Circle Wealth Management held its CBRE Group (CBRE) position steady in Q1 2026 at 1,604 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Circle Wealth Management first reported a position in CBRE in Q4 2021 and has held it in 7 quarters since. The position peaked at $258K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Circle Wealth Management held 1,604 shares of CBRE Group worth $217K as of Q1 2026.
  • Circle Wealth Management left its CBRE Group share count unchanged in Q1 2026.
  • CBRE Group made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #255 holding.
  • Circle Wealth Management first reported a position in CBRE Group in Q4 2021 and has held it in 7 quarters since.
  • Circle Wealth Management's CBRE Group position peaked at $258K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.