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Cornerstone Planning Group’s CBRE Group CBRE Stock Holding History

Cornerstone Planning 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 		$26.9K Sell
196
-44
-18% -$6.06K ﹤0.01% 580
2026
Q1 		$34.2K Buy
240
+41
+21% +$6.23K ﹤0.01% 502
2025
Q4 		$33.7K Buy
199
+4
+2% +$629 0.01% 438
2025
Q3 		$29.8K Buy
195
+16
+9% +$2.48K ﹤0.01% 472
2025
Q2 		$28K Sell
179
-18
-9% -$2.28K 0.01% 351
2025
Q1 		$24K Buy
197
+81
+70% +$11K 0.01% 371
2024
Q4 		$16.6K Sell
116
-13
-10% -$1.7K ﹤0.01% 338
2024
Q3 		$16.9K Sell
129
-38
-23% -$4.14K ﹤0.01% 325
2024
Q2 		$17.8K Sell
167
-8
-5% -$710 0.01% 334
2024
Q1 		$15.2K Buy
175
+5
+3% +$449 ﹤0.01% 335
2023
Q4 		$15.8K Sell
170
-10
-6% -$777 0.01% 351
2023
Q3 		$13.3K Sell
180
-3
-2% -$249 0.01% 369
2023
Q2 		$14.8K Buy
+183
New +$13.7K 0.01% 521
2022
Q4 		$8.59K Buy
+103
New +$7.61K ﹤0.01% 690

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cornerstone Planning Group's CBRE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its CBRE Group (CBRE) stake by 18% in Q2 2026, selling an estimated $6.06K and leaving 196 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Cornerstone Planning Group first reported a position in CBRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $34.2K in Q1 2026. 592 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Cornerstone Planning Group held 196 shares of CBRE Group worth $26.9K as of Q2 2026.
  • Cornerstone Planning Group sold 44 CBRE Group shares in Q2 2026, an estimated $6.06K.
  • CBRE Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #580 holding.
  • Cornerstone Planning Group first reported a position in CBRE Group in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's CBRE Group position peaked at $34.2K in Q1 2026.
  • 592 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.