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Core Wealth Partners’s CBRE Group CBRE Stock Holding History

Core 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
2026
Q2 		$229K Hold
1,700
– – 0.1% 167
2026
Q1 		$230K Hold
1,700
– – 0.11% 150
2025
Q4 		$273K Hold
1,700
– – 0.12% 135
2025
Q3 		$268K Hold
1,700
– – 0.12% 135
2025
Q2 		$238K Hold
1,700
– – 0.12% 150
2025
Q1 		$222K Hold
1,700
– – 0.13% 155
2024
Q4 		$223K Hold
1,700
– – 0.13% 153
2024
Q3 		$212K Buy
+1,700
New +$185K 0.13% 156

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Core Wealth Partners's CBRE Position: Q2 2026 in Review

Core Wealth Partners held its CBRE Group (CBRE) position steady in Q2 2026 at 1,700 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #167.

Core Wealth Partners first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $273K in Q4 2025. 240 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Core Wealth Partners held 1,700 shares of CBRE Group worth $229K as of Q2 2026.
  • Core Wealth Partners left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Core Wealth Partners first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Core Wealth Partners's CBRE Group position peaked at $273K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.