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Coldstream Capital Management’s CBRE Group CBRE Stock Holding History

Coldstream Capital 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 		$674K Sell
4,973
-430
-8% -$65.3K 0.01% 604
2025
Q4 		$869K Sell
5,403
-2,010
-27% -$316K 0.01% 496
2025
Q3 		$1.17M Buy
7,413
+1,789
+32% +$277K 0.02% 416
2025
Q2 		$788K Buy
5,624
+1,409
+33% +$178K 0.01% 485
2025
Q1 		$551K Buy
4,215
+279
+7% +$37.9K 0.01% 565
2024
Q4 		$517K Buy
3,936
+38
+1% +$4.97K 0.01% 598
2024
Q3 		$490K Buy
3,898
+540
+16% +$58.9K 0.01% 618
2024
Q2 		$299K Buy
3,358
+298
+10% +$26.4K 0.01% 754
2024
Q1 		$298K Sell
3,060
-24
-0.8% -$2.15K 0.01% 773
2023
Q4 		$287K Buy
3,084
+62
+2% +$4.82K 0.01% 723
2023
Q3 		$223K Buy
3,022
+2
+0.1% +$166 0.01% 719
2023
Q2 		$244K Sell
3,020
-517
-15% -$38.7K 0.01% 699
2023
Q1 		$258K Sell
3,537
-183
-5% -$15K 0.01% 675
2022
Q4 		$286K Buy
+3,720
New +$275K 0.01% 620
2022
Q1 		– Sell
-2,413
Closed -$262K – 787
2021
Q4 		$262K Buy
+2,413
New +$247K 0.01% 679

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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 $1.81T AUM 41.13% 1-Year Est. Return

Coldstream Capital Management's CBRE Position: Q1 2026 in Review

Coldstream Capital Management reduced its CBRE Group (CBRE) stake by 8% in Q1 2026, selling an estimated $65.3K and leaving 4,973 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #604.

Coldstream Capital Management first reported a position in CBRE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2025. 1,079 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Coldstream Capital Management held 4,973 shares of CBRE Group worth $674K as of Q1 2026.
  • Coldstream Capital Management sold 430 CBRE Group shares in Q1 2026, an estimated $65.3K.
  • CBRE Group made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #604 holding.
  • Coldstream Capital Management first reported a position in CBRE Group in Q4 2021 and has held it in 15 quarters since.
  • Coldstream Capital Management's CBRE Group position peaked at $1.17M in Q3 2025.
  • 1,079 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.