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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
Q3 		$301K Buy
2,342
+6
+0.3% +$860 0.02% 345
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cooper Financial Group's CBRE Position: Q3 2026 in Review

Cooper Financial Group increased its CBRE Group (CBRE) stake by 0.26% in Q3 2026, buying an estimated $860 and bringing the position to 2,342 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #345.

Cooper Financial Group first reported a position in CBRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $378K in Q4 2025. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Cooper Financial Group held 2,342 shares of CBRE Group worth $301K as of Q3 2026.
  • Cooper Financial Group bought 6 CBRE Group shares in Q3 2026, an estimated $860.
  • CBRE Group made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #345 holding.
  • Cooper Financial Group first reported a position in CBRE Group in Q3 2024 and has held it in 9 quarters since.
  • Cooper Financial Group's CBRE Group position peaked at $378K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.