Cornerstone Wealth Management’s CBRE Group CBRE Stock Holding History

Cornerstone Wealth Management’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	$816K	Sell	6,061 -500	-8%	-$68.9K	0.04%	376
2026 Q1	$889K	Sell	6,561 -277	-4%	-$42.1K	0.04%	332
2025 Q4	$1.1M	Buy	6,838 +905	+15%	+$142K	0.06%	276
2025 Q3	$935K	Sell	5,933 -33	-0.6%	-$5.11K	0.05%	293
2025 Q2	$836K	Sell	5,966 -233	-4%	-$29.5K	0.05%	299
2025 Q1	$811K	Sell	6,199 -204	-3%	-$27.7K	0.05%	284
2024 Q4	$841K	Sell	6,403 -382	-6%	-$50K	0.06%	262
2024 Q3	$845K	Sell	6,785 -143	-2%	-$15.6K	0.06%	245
2024 Q2	$617K	Hold	6,928	–	–	0.05%	288
2024 Q1	$674K	Buy	6,928 +363	+6%	+$32.6K	0.05%	270
2023 Q4	$611K	Sell	6,565 -473	-7%	-$36.8K	0.05%	279
2023 Q3	$520K	Buy	7,038 +22	+0.3%	+$1.82K	0.05%	295
2023 Q2	$566K	Buy	7,016 +300	+4%	+$22.5K	0.05%	280
2023 Q1	$489K	Buy	+6,716	New	+$549K	0.05%	283
2022 Q3	$460K	Hold	6,816	–	–	0.05%	273
2022 Q2	$502K	Buy	6,816 +110	+2%	+$8.86K	0.06%	259
2022 Q1	$614K	Sell	6,706 -225	-3%	-$21.9K	0.06%	243
2021 Q4	$756K	Buy	6,931 +192	+3%	+$19.7K	0.07%	224
2021 Q3	$656K	Sell	6,739 -56	-0.8%	-$5.2K	0.07%	232
2021 Q2	$583K	Sell	6,795 -55	-0.8%	-$4.7K	0.06%	262
2021 Q1	$542K	Sell	6,850 -685	-9%	-$48.4K	0.06%	260
2020 Q4	$473K	Sell	7,535 -500	-6%	-$28.3K	0.06%	259
2020 Q3	$377K	Sell	8,035 -423	-5%	-$19.3K	0.06%	258
2020 Q2	$382K	Sell	8,458 -200	-2%	-$8.63K	0.06%	249
2020 Q1	$326K	Hold	8,658	–	–	0.06%	254
2019 Q4	$531K	Sell	8,658 -827	-9%	-$45.8K	0.09%	199
2019 Q3	$503K	Sell	9,485 -24	-0.3%	-$1.26K	0.09%	205
2019 Q2	$486K	Buy	9,509 +934	+11%	+$46.4K	0.09%	209
2019 Q1	$654K	Buy	8,575 +2,188	+34%	+$103K	0.08%	242
2018 Q4	$256K	Sell	6,387 -160,884	-96%	-$6.65M	0.05%	280
2018 Q3	$4.31M	Sell	167,271 -68,362	-29%	-$3.26M	0.05%	325
2018 Q2	$4.94M	Buy	235,633 +230,861	+4,838%	+$10.9M	0.06%	323
2018 Q1	$223K	Buy	4,772 +62	+1%	+$2.82K	0.04%	341
2017 Q4	$208K	Buy	+4,710	New	+$195K	0.04%	383

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

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

Cornerstone Wealth Management's CBRE Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its CBRE Group (CBRE) stake by 7.6% in Q2 2026, selling an estimated $68.9K and leaving 6,061 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #376.

Cornerstone Wealth Management first reported a position in CBRE in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.94M in Q2 2018. 240 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Cornerstone Wealth Management held 6,061 shares of CBRE Group worth $816K as of Q2 2026.
Cornerstone Wealth Management sold 500 CBRE Group shares in Q2 2026, an estimated $68.9K.
CBRE Group made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #376 holding.
Cornerstone Wealth Management first reported a position in CBRE Group in Q4 2017 and has held it in 34 quarters since.
Cornerstone Wealth Management's CBRE Group position peaked at $4.94M in Q2 2018.
240 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.