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CoreCap Advisors’s CBRE Group CBRE Stock Holding History

CoreCap Advisors’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 		$16.6K Buy
129
+87
+207% +$12.5K ﹤0.01% 1883
2026
Q2 		$5.72K Sell
42
-2
-5% -$276 ﹤0.01% 2249
2026
Q1 		$6.02K Sell
44
-21
-32% -$3.19K ﹤0.01% 2133
2025
Q4 		$10.5K Buy
65
+30
+86% +$4.72K ﹤0.01% 1938
2025
Q3 		$5.59K Buy
35
+11
+46% +$1.7K ﹤0.01% 2138
2025
Q2 		$3.36K Buy
24
+12
+100% +$1.52K ﹤0.01% 2214
2025
Q1 		$1.57K Sell
12
-2,410
-100% -$327K ﹤0.01% 2427
2024
Q4 		$318K Buy
+2,422
New +$317K 0.01% 577
2024
Q3 		– Sell
-36
Closed -$3.21K – 2654
2024
Q2 		$3.21K Sell
36
-139
-79% -$12.3K ﹤0.01% 1234
2024
Q1 		$17K Buy
+175
New +$15.7K ﹤0.01% 1554
2022
Q3 		– Sell
-33
Closed -$2K – 761
2022
Q2 		$2K Buy
+33
New +$2.66K ﹤0.01% 1841
2022
Q1 		– Sell
-23
Closed -$2K – 775
2021
Q4 		$2K Buy
+23
New +$2.36K ﹤0.01% 1933

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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CoreCap Advisors's CBRE Position: Q3 2026 in Review

CoreCap Advisors increased its CBRE Group (CBRE) stake by 207% in Q3 2026, buying an estimated $12.5K and bringing the position to 129 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

CoreCap Advisors first reported a position in CBRE in Q4 2021 and has held it in 12 quarters since. The position peaked at $318K in Q4 2024. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • CoreCap Advisors held 129 shares of CBRE Group worth $16.6K as of Q3 2026.
  • CoreCap Advisors bought 87 CBRE Group shares in Q3 2026, an estimated $12.5K.
  • CBRE Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1883 holding.
  • CoreCap Advisors first reported a position in CBRE Group in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's CBRE Group position peaked at $318K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.