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Clarity Financial’s CBRE Group CBRE Stock Holding History

Clarity Financial’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 		$830K Buy
6,162
+32
+0.5% +$4.41K 0.07% 61
2026
Q1 		$830K Sell
6,130
-1,871
-23% -$284K 0.09% 52
2025
Q4 		$1.29M Sell
8,001
-100
-1% -$15.7K 0.12% 48
2025
Q3 		$1.28M Sell
8,101
-5,097
-39% -$788K 0.13% 50
2025
Q2 		$1.85M Hold
13,198
– – 0.2% 47
2025
Q1 		$1.73M Buy
+13,198
New +$1.79M 0.2% 46
2024
Q3 		– Sell
-6,633
Closed -$591K – 158
2024
Q2 		$591K Buy
6,633
+49
+0.7% +$4.35K 0.09% 64
2024
Q1 		$640K Sell
6,584
-40
-0.6% -$3.59K 0.1% 65
2023
Q4 		$617K Sell
6,624
-99
-1% -$7.7K 0.11% 55
2023
Q3 		$497K Sell
6,723
-18,102
-73% -$1.5M 0.08% 67
2023
Q2 		$2M Buy
+24,825
New +$1.86M 0.29% 46

Other funds holding CBRE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarity Financial's CBRE Position: Q2 2026 in Review

Clarity Financial increased its CBRE Group (CBRE) stake by 0.52% in Q2 2026, buying an estimated $4.41K and bringing the position to 6,162 shares worth $830K. The position accounts for 0.07% of the portfolio, ranked #61.

Clarity Financial first reported a position in CBRE in Q2 2023 and has held it in 11 quarters since. The position peaked at $2M in Q2 2023. 495 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Clarity Financial held 6,162 shares of CBRE Group worth $830K as of Q2 2026.
  • Clarity Financial bought 32 CBRE Group shares in Q2 2026, an estimated $4.41K.
  • CBRE Group made up 0.07% of Clarity Financial's portfolio in Q2 2026, its #61 holding.
  • Clarity Financial first reported a position in CBRE Group in Q2 2023 and has held it in 11 quarters since.
  • Clarity Financial's CBRE Group position peaked at $2M in Q2 2023.
  • 495 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.