Corient Private Wealth
CBRE icon

Corient Private Wealth’s CBRE Group CBRE Stock Holding History

Corient Private Wealth’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 		$18.4M Buy
136,314
+38,658
+40% +$5.33M 0.03% 441
2026
Q1 		$13.2M Sell
97,656
-50,522
-34% -$7.68M 0.02% 516
2025
Q4 		$24M Sell
148,178
-2,385
-2% -$375K 0.03% 367
2025
Q3 		$23.7M Sell
150,563
-17,567
-10% -$2.72M 0.04% 359
2025
Q2 		$23.6M Sell
168,130
-5,050
-3% -$639K 0.03% 363
2025
Q1 		$22.6M Buy
173,180
+14,902
+9% +$2.02M 0.04% 369
2024
Q4 		$20.8M Buy
158,278
+3,715
+2% +$486K 0.03% 386
2024
Q3 		$19.2M Buy
154,563
+1,766
+1% +$193K 0.03% 426
2024
Q2 		$13.6M Buy
152,797
+25,165
+20% +$2.23M 0.02% 457
2024
Q1 		$12.4M Buy
127,632
+63,398
+99% +$5.69M 0.02% 475
2023
Q4 		$5.98M Sell
64,234
-4,919
-7% -$382K 0.01% 654
2023
Q3 		$5.11M Sell
69,153
-580
-0.8% -$48.1K 0.01% 634
2023
Q2 		$5.63M Sell
69,733
-4,436
-6% -$332K 0.01% 597
2023
Q1 		$5.4M Buy
74,169
+5,268
+8% +$430K 0.01% 571
2022
Q4 		$5.3M Buy
+68,901
New +$5.09M 0.02% 488

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

Corient Private Wealth's CBRE Position: Q2 2026 in Review

Corient Private Wealth increased its CBRE Group (CBRE) stake by 40% in Q2 2026, buying an estimated $5.33M and bringing the position to 136,314 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #441.

Corient Private Wealth first reported a position in CBRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $24M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Corient Private Wealth held 136,314 shares of CBRE Group worth $18.4M as of Q2 2026.
  • Corient Private Wealth bought 38,658 CBRE Group shares in Q2 2026, an estimated $5.33M.
  • CBRE Group made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #441 holding.
  • Corient Private Wealth first reported a position in CBRE Group in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's CBRE Group position peaked at $24M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.