CW
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CreativeOne Wealth’s CBRE Group CBRE Stock Holding History

CreativeOne Wealth’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
2025
Q1 		– Sell
-4,359
Closed -$572K – 1071
2024
Q4 		$572K Buy
+4,359
New +$571K 0.02% 651
2022
Q1 		– Sell
-1,913
Closed -$208K – 745
2021
Q4 		$208K Buy
+1,913
New +$196K 0.01% 710

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

CreativeOne Wealth's CBRE Position: Q1 2025 in Review

CreativeOne Wealth sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 4,359 shares — an estimated $572K sold.

CreativeOne Wealth first reported a position in CBRE in Q4 2021 and held it in 2 quarters. The position peaked at $572K in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • CreativeOne Wealth reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 4,359 CBRE Group shares in Q1 2025, an estimated $572K.
  • CreativeOne Wealth first reported a position in CBRE Group in Q4 2021 and held it in 2 quarters.
  • CreativeOne Wealth's CBRE Group position peaked at $572K in Q4 2024.
  • 985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.