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Concourse Financial Group Securities’s CBRE Group CBRE Stock Holding History

Concourse Financial Group Securities’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
-7,342
Closed -$1.02M – 308
2024
Q4 		$1.02M Buy
7,342
+4,120
+128% +$539K 0.06% 317
2024
Q3 		$401K Buy
3,222
+170
+6% +$18.5K 0.02% 516
2024
Q2 		$272K Buy
3,052
+171
+6% +$15.2K 0.02% 601
2024
Q1 		$280K Buy
2,881
+281
+11% +$25.2K 0.02% 579
2023
Q4 		$242K Sell
2,600
-88
-3% -$6.84K 0.02% 605
2023
Q3 		$199K Sell
2,688
-43
-2% -$3.57K 0.02% 618
2023
Q2 		$220K Buy
2,731
+267
+11% +$20K 0.02% 612
2023
Q1 		$179K Sell
2,464
-372
-13% -$30.4K 0.01% 678
2022
Q4 		$218K Sell
2,836
-115
-4% -$8.49K 0.02% 588
2022
Q3 		$199K Sell
2,951
-513
-15% -$40.7K 0.02% 541
2022
Q2 		$255K Buy
3,464
+340
+11% +$27.4K 0.02% 544
2022
Q1 		$286K Buy
3,124
+31
+1% +$3.02K 0.02% 541
2021
Q4 		$336K Buy
3,093
+195
+7% +$20K 0.02% 576
2021
Q3 		$282K Sell
2,898
-533
-16% -$49.5K 0.02% 601
2021
Q2 		$294K Sell
3,431
-249
-7% -$21.3K 0.02% 598
2021
Q1 		$291K Buy
3,680
+1,056
+40% +$74.7K 0.02% 561
2020
Q4 		$165K Buy
2,624
+37
+1% +$2.09K 0.01% 694
2020
Q3 		$122K Sell
2,587
-202
-7% -$9.22K 0.01% 709
2020
Q2 		$126K Buy
2,789
+62
+2% +$2.67K 0.01% 646
2020
Q1 		$103K Buy
2,727
+283
+12% +$15.6K 0.01% 643
2019
Q4 		$150K Buy
2,444
+1,158
+90% +$64.1K 0.01% 581
2019
Q3 		$68K Buy
1,286
+897
+231% +$47.2K 0.02% 523
2019
Q2 		$20K Buy
389
+260
+202% +$12.9K ﹤0.01% 1241
2019
Q1 		$6K Buy
129
+84
+187% +$3.94K ﹤0.01% 1672
2018
Q4 		$1K Sell
45
-90
-67% -$3.72K ﹤0.01% 1989
2018
Q3 		$6K Buy
+135
New +$6.44K ﹤0.01% 1321

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Concourse Financial Group Securities's CBRE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 7,342 shares — an estimated $1.02M sold.

Concourse Financial Group Securities first reported a position in CBRE in Q3 2018 and held it in 26 quarters. The position peaked at $1.02M in Q4 2024. 986 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,342 CBRE Group shares in Q1 2025, an estimated $1.02M.
  • Concourse Financial Group Securities first reported a position in CBRE Group in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's CBRE Group position peaked at $1.02M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.