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Clearstead Advisors’s CBRE Group CBRE Stock Holding History

Clearstead Advisors’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 		$1.2M Buy
8,943
+565
+7% +$77.8K 0.01% 504
2026
Q1 		$1.13M Sell
8,378
-1,942
-19% -$295K 0.01% 482
2025
Q4 		$1.66M Buy
10,320
+1,049
+11% +$165K 0.02% 365
2025
Q3 		$1.46M Buy
9,271
+375
+4% +$58K 0.02% 372
2025
Q2 		$1.25M Buy
8,896
+760
+9% +$96.1K 0.02% 394
2025
Q1 		$1.06M Sell
8,136
-508
-6% -$69K 0.02% 395
2024
Q4 		$1.13M Buy
8,644
+424
+5% +$55.5K 0.02% 388
2024
Q3 		$1.02M Sell
8,220
-100
-1% -$10.9K 0.02% 416
2024
Q2 		$741K Buy
8,320
+5,362
+181% +$476K 0.01% 458
2024
Q1 		$261K Sell
2,958
-59
-2% -$5.3K 0.01% 426
2023
Q4 		$281K Hold
3,017
– – 0.01% 413
2023
Q3 		$223K Hold
3,017
– – 0.01% 413
2023
Q2 		$244K Buy
3,017
+350
+13% +$26.2K 0.01% 402
2023
Q1 		$194K Hold
2,667
– – 0.01% 398
2022
Q4 		$205K Sell
2,667
-77
-3% -$5.69K 0.02% 377
2022
Q3 		$185K Hold
2,744
– – 0.02% 373
2022
Q2 		$202K Buy
2,744
+704
+35% +$56.7K 0.02% 375
2022
Q1 		$187K Buy
2,040
+453
+29% +$44.1K 0.01% 416
2021
Q4 		$172K Buy
1,587
+587
+59% +$60.1K 0.01% 422
2021
Q3 		$97K Sell
1,000
-37
-4% -$3.44K 0.01% 487
2021
Q2 		$89K Buy
1,037
+24
+2% +$2.05K 0.01% 473
2021
Q1 		$80K Buy
+1,013
New +$71.6K 0.01% 475

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

Clearstead Advisors's CBRE Position: Q2 2026 in Review

Clearstead Advisors increased its CBRE Group (CBRE) stake by 6.7% in Q2 2026, buying an estimated $77.8K and bringing the position to 8,943 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #504.

Clearstead Advisors first reported a position in CBRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Clearstead Advisors held 8,943 shares of CBRE Group worth $1.2M as of Q2 2026.
  • Clearstead Advisors bought 565 CBRE Group shares in Q2 2026, an estimated $77.8K.
  • CBRE Group made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #504 holding.
  • Clearstead Advisors first reported a position in CBRE Group in Q1 2021 and has held it in 22 quarters since.
  • Clearstead Advisors's CBRE Group position peaked at $1.66M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.