Concurrent Investment Advisors’s CBRE Group CBRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$663K	Buy	4,731 +204	+5%	+$28.6K	0.01%	741
2025 Q1	$592K	Sell	4,527 -1,207	-21%	-$158K	0.01%	692
2024 Q4	$753K	Buy	5,734 +35	+0.6%	+$4.6K	0.02%	556
2024 Q3	$709K	Buy	5,699 +2,873	+102%	+$358K	0.02%	535
2024 Q2	$252K	Buy	+2,826	New	+$252K	0.01%	785