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Concord Wealth Partners’s CBRE Group CBRE Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-24
Closed -$3.15K – 839
2024
Q4 		$3.15K Hold
24
– – ﹤0.01% 659
2024
Q3 		$2.99K Sell
24
-96
-80% -$10.5K ﹤0.01% 701
2024
Q2 		$10.7K Buy
+120
New +$10.6K ﹤0.01% 503

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Concord Wealth Partners's CBRE Position: Q1 2025 in Review

Concord Wealth Partners sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 24 shares — an estimated $3.15K sold.

Concord Wealth Partners first reported a position in CBRE in Q2 2024 and held it in 3 quarters. The position peaked at $10.7K in Q2 2024. 989 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Concord Wealth Partners reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 24 CBRE Group shares in Q1 2025, an estimated $3.15K.
  • Concord Wealth Partners first reported a position in CBRE Group in Q2 2024 and held it in 3 quarters.
  • Concord Wealth Partners's CBRE Group position peaked at $10.7K in Q2 2024.
  • 989 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.