C
CBRE icon

Covestor’s CBRE Group CBRE Stock Holding History

Covestor’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 		$25K Sell
182
-31
-15% -$4.27K 0.01% 1094
2026
Q1 		$29K Sell
213
-40
-16% -$6.08K 0.02% 959
2025
Q4 		$40K Buy
253
+17
+7% +$2.67K 0.02% 989
2025
Q3 		$37K Sell
236
-81
-26% -$12.5K 0.02% 1042
2025
Q2 		$44K Sell
317
-36
-10% -$4.55K 0.03% 935
2025
Q1 		$46K Buy
353
+51
+17% +$6.93K 0.03% 873
2024
Q4 		$40K Sell
302
-22
-7% -$2.88K 0.03% 936
2024
Q3 		$40K Sell
324
-99
-23% -$10.8K 0.03% 949
2024
Q2 		$37K Buy
423
+121
+40% +$10.7K 0.02% 978
2024
Q1 		$29K Buy
302
+48
+19% +$4.31K 0.02% 1074
2023
Q4 		$24K Buy
254
+23
+10% +$1.79K 0.02% 1120
2023
Q3 		$17K Sell
231
-70
-23% -$5.8K 0.01% 1172
2023
Q2 		$25K Sell
301
-1,218
-80% -$91.2K 0.02% 1037
2023
Q1 		$111K Sell
1,519
-408
-21% -$33.3K 0.1% 323
2022
Q4 		$148K Sell
1,927
-184
-9% -$13.6K 0.12% 216
2022
Q3 		$143K Buy
2,111
+320
+18% +$25.4K 0.13% 181
2022
Q2 		$132K Buy
1,791
+706
+65% +$56.8K 0.1% 253
2022
Q1 		$99K Buy
1,085
+477
+78% +$46.5K 0.07% 507
2021
Q4 		$66K Buy
+608
New +$62.3K 0.09% 364

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

Covestor's CBRE Position: Q2 2026 in Review

Covestor reduced its CBRE Group (CBRE) stake by 15% in Q2 2026, selling an estimated $4.27K and leaving 182 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #1094.

Covestor first reported a position in CBRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $148K in Q4 2022. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Covestor held 182 shares of CBRE Group worth $25K as of Q2 2026.
  • Covestor sold 31 CBRE Group shares in Q2 2026, an estimated $4.27K.
  • CBRE Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1094 holding.
  • Covestor first reported a position in CBRE Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's CBRE Group position peaked at $148K in Q4 2022.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.