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Clayton Financial Group’s CBRE Group CBRE Stock Holding History

Clayton 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 		– Sell
-18
Closed -$2.44K – 142
2026
Q1 		$2.44K Hold
18
– – ﹤0.01% 433
2025
Q4 		$2.9K Buy
+18
New +$2.83K ﹤0.01% 396

Other funds holding CBRE

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Clayton Financial Group sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 18 shares — an estimated $2.44K sold.

Clayton Financial Group first reported a position in CBRE in Q4 2025 and held it in 2 quarters. The position peaked at $2.9K in Q4 2025. 347 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Clayton Financial Group reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 18 CBRE Group shares in Q2 2026, an estimated $2.44K.
  • Clayton Financial Group first reported a position in CBRE Group in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's CBRE Group position peaked at $2.9K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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