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Crestmont Private Wealth’s CBRE Group CBRE Stock Holding History

Crestmont Private 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
2026
Q2 		– Sell
-1,536
Closed -$208K – 108
2026
Q1 		$208K Hold
1,536
– – 0.07% 102
2025
Q4 		$247K Hold
1,536
– – 0.08% 74
2025
Q3 		$242K Sell
1,536
-21
-1% -$3.25K 0.08% 77
2025
Q2 		$218K Buy
+1,557
New +$197K 0.08% 74
2024
Q4 		– Sell
-2,115
Closed -$263K – 84
2024
Q3 		$263K Buy
+2,115
New +$231K 0.12% 65

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

Crestmont Private Wealth's CBRE Position: Q2 2026 in Review

Crestmont Private Wealth sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,536 shares — an estimated $208K sold.

Crestmont Private Wealth first reported a position in CBRE in Q3 2024 and held it in 5 quarters. The position peaked at $263K in Q3 2024. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Crestmont Private Wealth reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 1,536 CBRE Group shares in Q2 2026, an estimated $208K.
  • Crestmont Private Wealth first reported a position in CBRE Group in Q3 2024 and held it in 5 quarters.
  • Crestmont Private Wealth's CBRE Group position peaked at $263K in Q3 2024.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.