Clearstead Advisors
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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
Q3 		$1.15M Buy
8,987
+44
+0.5% +$6.3K 0.01% 513
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Clearstead Advisors's CBRE Position: Q3 2026 in Review

Clearstead Advisors increased its CBRE Group (CBRE) stake by 0.49% in Q3 2026, buying an estimated $6.3K and bringing the position to 8,987 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #513.

Clearstead Advisors first reported a position in CBRE in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.66M in Q4 2025. 635 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Clearstead Advisors held 8,987 shares of CBRE Group worth $1.15M as of Q3 2026.
  • Clearstead Advisors bought 44 CBRE Group shares in Q3 2026, an estimated $6.3K.
  • CBRE Group made up 0.01% of Clearstead Advisors's portfolio in Q3 2026, its #513 holding.
  • Clearstead Advisors first reported a position in CBRE Group in Q1 2021 and has held it in 23 quarters since.
  • Clearstead Advisors's CBRE Group position peaked at $1.66M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.