Creative Planning’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.72M | Buy |
64,369
+1,056
| +2% | +$160K | 0.01% | 789 |
|
|
2025
Q4 | $10.2M | Buy |
63,313
+10,371
| +20% | +$1.63M | 0.01% | 618 |
|
|
2025
Q3 | $8.34M | Buy |
52,942
+4,790
| +10% | +$741K | 0.01% | 639 |
|
|
2025
Q2 | $6.75M | Buy |
48,152
+2,217
| +5% | +$280K | 0.01% | 656 |
|
|
2025
Q1 | $6.01M | Buy |
45,935
+3,510
| +8% | +$477K | 0.01% | 652 |
|
|
2024
Q4 | $5.57M | Buy |
42,425
+4,621
| +12% | +$605K | 0.01% | 627 |
|
|
2024
Q3 | $4.71M | Buy |
37,804
+2,092
| +6% | +$228K | ﹤0.01% | 662 |
|
|
2024
Q2 | $3.18M | Buy |
35,712
+1,295
| +4% | +$115K | ﹤0.01% | 795 |
|
|
2024
Q1 | $3.35M | Buy |
34,417
+3,139
| +10% | +$282K | ﹤0.01% | 758 |
|
|
2023
Q4 | $2.91M | Sell |
31,278
-1,396
| -4% | -$109K | 0.01% | 755 |
|
|
2023
Q3 | $2.41M | Buy |
32,674
+12,594
| +63% | +$1.04M | ﹤0.01% | 783 |
|
|
2023
Q2 | $1.62M | Buy |
20,080
+1,044
| +5% | +$78.2K | ﹤0.01% | 912 |
|
|
2023
Q1 | $1.39M | Sell |
19,036
-1,076
| -5% | -$87.9K | ﹤0.01% | 924 |
|
|
2022
Q4 | $1.55M | Buy |
20,112
+9,806
| +95% | +$724K | ﹤0.01% | 841 |
|
|
2022
Q3 | $696K | Buy |
10,306
+3,603
| +54% | +$286K | ﹤0.01% | 1136 |
|
|
2022
Q2 | $493K | Buy |
6,703
+1,678
| +33% | +$135K | ﹤0.01% | 1324 |
|
|
2022
Q1 | $460K | Buy |
5,025
+184
| +4% | +$17.9K | ﹤0.01% | 1367 |
|
|
2021
Q4 | $525K | Buy |
4,841
+569
| +13% | +$58.3K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $416K | Buy |
4,272
+64
| +2% | +$5.95K | ﹤0.01% | 1393 |
|
|
2021
Q2 | $361K | Sell |
4,208
-494
| -11% | -$42.2K | ﹤0.01% | 1455 |
|
|
2021
Q1 | $372K | Buy |
4,702
+290
| +7% | +$20.5K | ﹤0.01% | 1640 |
|
|
2020
Q4 | $277K | Buy |
4,412
+57
| +1% | +$3.22K | ﹤0.01% | 1678 |
|
|
2020
Q3 | $205K | Buy |
+4,355
| New | +$199K | ﹤0.01% | 1667 |
|
|
2020
Q1 | – | Sell |
-5,746
| Closed | -$352K | – | 1899 |
|
|
2019
Q4 | $352K | Sell |
5,746
-7,099
| -55% | -$393K | ﹤0.01% | 1307 |
|
|
2019
Q3 | $681K | Buy |
12,845
+199
| +2% | +$10.5K | ﹤0.01% | 914 |
|
|
2019
Q2 | $649K | Sell |
12,646
-1,126
| -8% | -$56K | ﹤0.01% | 941 |
|
|
2019
Q1 | $681K | Buy |
13,772
+1,073
| +8% | +$50.4K | ﹤0.01% | 892 |
|
|
2018
Q4 | $508K | Sell |
12,699
-174
| -1% | -$7.2K | ﹤0.01% | 960 |
|
|
2018
Q3 | $568K | Buy |
12,873
+704
| +6% | +$33.6K | ﹤0.01% | 1012 |
|
|
2018
Q2 | $581K | Sell |
12,169
-1,542
| -11% | -$72.9K | ﹤0.01% | 990 |
|
|
2018
Q1 | $647K | Buy |
13,711
+2,571
| +23% | +$117K | ﹤0.01% | 952 |
|
|
2017
Q4 | $482K | Sell |
11,140
-9,432
| -46% | -$391K | ﹤0.01% | 1097 |
|
|
2017
Q3 | $779K | Buy |
20,572
+2,978
| +17% | +$110K | ﹤0.01% | 827 |
|
|
2017
Q2 | $640K | Buy |
17,594
+16,223
| +1,183% | +$564K | ﹤0.01% | 892 |
|
|
2017
Q1 | $48K | Sell |
1,371
-599
| -30% | -$20K | ﹤0.01% | 2499 |
|
|
2016
Q4 | $62K | Buy |
1,970
+662
| +51% | +$19.2K | ﹤0.01% | 2208 |
|
|
2016
Q3 | $37K | Buy |
1,308
+885
| +209% | +$25.3K | ﹤0.01% | 2590 |
|
|
2016
Q2 | $11K | Buy |
423
+18
| +4% | +$526 | ﹤0.01% | 3164 |
|
|
2016
Q1 | $12K | Sell |
405
-20,357
| -98% | -$560K | ﹤0.01% | 3100 |
|
|
2015
Q4 | $718K | Sell |
20,762
-538
| -3% | -$19K | 0.01% | 613 |
|
|
2015
Q3 | $682K | Buy |
21,300
+3,841
| +22% | +$136K | 0.01% | 615 |
|
|
2015
Q2 | $646K | Buy |
17,459
+763
| +5% | +$29K | 0.01% | 594 |
|
|
2015
Q1 | $646K | Buy |
16,696
+222
| +1% | +$7.66K | 0.01% | 625 |
|
|
2014
Q4 | $564K | Buy |
16,474
+117
| +0.7% | +$3.74K | 0.01% | 649 |
|
|
2014
Q3 | $486K | Sell |
16,357
-500
| -3% | -$15.7K | 0.01% | 666 |
|
|
2014
Q2 | $540K | Sell |
16,857
-16
| -0.1% | -$462 | 0.01% | 617 |
|
|
2014
Q1 | $463K | Sell |
16,873
-245
| -1% | -$6.61K | 0.01% | 653 |
|
|
2013
Q4 | $450K | Sell |
17,118
-11,345
| -40% | -$270K | 0.01% | 552 |
|
|
2013
Q3 | $658K | Buy |
28,463
+2,242
| +9% | +$51.9K | 0.01% | 362 |
|
|
2013
Q2 | $613K | Buy |
+26,221
| New | +$624K | 0.01% | 354 |
|
Other funds holding CBRE
VPM
VCM
Creative Planning's CBRE Position: Q1 2026 in Review
Creative Planning increased its CBRE Group (CBRE) stake by 1.7% in Q1 2026, buying an estimated $160K and bringing the position to 64,369 shares worth $8.72M. The position accounts for 0.01% of the portfolio, ranked #789.
Creative Planning first reported a position in CBRE in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.2M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.
- Creative Planning held 64,369 shares of CBRE Group worth $8.72M as of Q1 2026.
- Creative Planning bought 1,056 CBRE Group shares in Q1 2026, an estimated $160K.
- CBRE Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #789 holding.
- Creative Planning first reported a position in CBRE Group in Q2 2013 and has held it in 50 quarters since.
- Creative Planning's CBRE Group position peaked at $10.2M in Q4 2025.
- 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.