Creative Financial Designs’s CBRE Group CBRE Stock Holding History

Creative Financial Designs’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	$21.7K	Sell	161 -56	-26%	-$7.71K	﹤0.01%	1268
2026 Q1	$29.4K	Sell	217 -84	-28%	-$12.8K	﹤0.01%	1081
2025 Q4	$48.4K	Buy	301 +138	+85%	+$21.7K	﹤0.01%	878
2025 Q3	$25.7K	Sell	163 -4	-2%	-$619	﹤0.01%	1069
2025 Q2	$23.4K	Buy	167 +5	+3%	+$632	﹤0.01%	1094
2025 Q1	$21.2K	Buy	+162	New	+$22K	﹤0.01%	1077
2021 Q4	–	Sell	-1,429	Closed	-$139K	–	1237
2021 Q3	$139K	Hold	1,429	–	–	0.02%	380
2021 Q2	$123K	Hold	1,429	–	–	0.02%	400
2021 Q1	$113K	Hold	1,429	–	–	0.02%	390
2020 Q4	$90K	Hold	1,429	–	–	0.02%	398
2020 Q3	$67K	Hold	1,429	–	–	0.02%	411
2020 Q2	$65K	Buy	+1,429	New	+$61.6K	0.02%	375
2017 Q3	–	Sell	-1	Closed	–	–	746
2017 Q2	$0	Hold	1	–	–	﹤0.01%	760
2017 Q1	$0	Buy	+1	New	+$33	﹤0.01%	728

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's CBRE Position: Q2 2026 in Review

Creative Financial Designs reduced its CBRE Group (CBRE) stake by 26% in Q2 2026, selling an estimated $7.71K and leaving 161 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Creative Financial Designs first reported a position in CBRE in Q1 2017 and has held it in 14 quarters since. The position peaked at $139K in Q3 2021. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Creative Financial Designs held 161 shares of CBRE Group worth $21.7K as of Q2 2026.
Creative Financial Designs sold 56 CBRE Group shares in Q2 2026, an estimated $7.71K.
CBRE Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1268 holding.
Creative Financial Designs first reported a position in CBRE Group in Q1 2017 and has held it in 14 quarters since.
Creative Financial Designs's CBRE Group position peaked at $139K in Q3 2021.
1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.