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Cooper Financial Group’s CBRE Group CBRE Stock Holding History

Cooper Financial Group’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
Q2 		$315K Sell
2,336
-91
-4% -$12.5K 0.03% 332
2026
Q1 		$329K Buy
2,427
+76
+3% +$11.5K 0.03% 311
2025
Q4 		$378K Buy
2,351
+51
+2% +$8.02K 0.04% 270
2025
Q3 		$362K Buy
2,300
+201
+10% +$31.1K 0.04% 278
2025
Q2 		$294K Sell
2,099
-171
-8% -$21.6K 0.03% 305
2025
Q1 		$297K Buy
2,270
+152
+7% +$20.7K 0.04% 309
2024
Q4 		$278K Sell
2,118
-39
-2% -$5.11K 0.03% 323
2024
Q3 		$269K Buy
+2,157
New +$235K 0.03% 323

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooper Financial Group's CBRE Position: Q2 2026 in Review

Cooper Financial Group reduced its CBRE Group (CBRE) stake by 3.7% in Q2 2026, selling an estimated $12.5K and leaving 2,336 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #332.

Cooper Financial Group first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Cooper Financial Group held 2,336 shares of CBRE Group worth $315K as of Q2 2026.
  • Cooper Financial Group sold 91 CBRE Group shares in Q2 2026, an estimated $12.5K.
  • CBRE Group made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #332 holding.
  • Cooper Financial Group first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Cooper Financial Group's CBRE Group position peaked at $378K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.