CAG
CBRE icon

Crestwood Advisors Group’s CBRE Group CBRE Stock Holding History

Crestwood Advisors Group’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 		$5.75M Buy
42,726
+16,572
+63% +$2.28M 0.09% 143
2026
Q1 		$3.54M Sell
26,154
-97
-0.4% -$14.7K 0.06% 173
2025
Q4 		$4.22M Buy
26,251
+448
+2% +$70.4K 0.07% 151
2025
Q3 		$4.07M Buy
25,803
+570
+2% +$88.2K 0.07% 151
2025
Q2 		$3.54M Sell
25,233
-303
-1% -$38.3K 0.06% 158
2025
Q1 		$3.34M Sell
25,536
-862
-3% -$117K 0.06% 159
2024
Q4 		$3.47M Sell
26,398
-74
-0.3% -$9.69K 0.07% 148
2024
Q3 		$3.3M Sell
26,472
-918
-3% -$100K 0.06% 149
2024
Q2 		$2.44M Sell
27,390
-892
-3% -$79.1K 0.05% 162
2024
Q1 		$2.75M Sell
28,282
-1,864
-6% -$167K 0.06% 149
2023
Q4 		$2.81M Sell
30,146
-4,153
-12% -$323K 0.07% 146
2023
Q3 		$2.53M Sell
34,299
-4,220
-11% -$350K 0.07% 140
2023
Q2 		$3.11M Sell
38,519
-6,786
-15% -$508K 0.1% 99
2023
Q1 		$3.3M Sell
45,305
-580
-1% -$47.4K 0.11% 96
2022
Q4 		$3.53M Sell
45,885
-453
-1% -$33.5K 0.12% 97
2022
Q3 		$3.13M Sell
46,338
-4,090
-8% -$324K 0.11% 101
2022
Q2 		$3.71M Buy
50,428
+6,084
+14% +$490K 0.12% 98
2022
Q1 		$4.06M Sell
44,344
-1,626
-4% -$158K 0.11% 100
2021
Q4 		$4.99M Sell
45,970
-1,476
-3% -$151K 0.13% 96
2021
Q3 		$4.62M Sell
47,446
-440
-0.9% -$40.9K 0.13% 97
2021
Q2 		$4.11M Hold
47,886
– – 0.12% 99
2021
Q1 		$3.79M Sell
47,886
-644
-1% -$45.5K 0.12% 101
2020
Q4 		$3.04M Sell
48,530
-11,200
-19% -$633K 0.1% 106
2020
Q3 		$2.81M Sell
59,730
-1,886
-3% -$86.1K 0.11% 97
2020
Q2 		$2.79M Sell
61,616
-28,649
-32% -$1.24M 0.11% 97
2020
Q1 		$3.4M Sell
90,265
-4,875
-5% -$269K 0.17% 94
2019
Q4 		$5.83M Buy
95,140
+925
+1% +$51.2K 0.23% 90
2019
Q3 		$4.99M Sell
94,215
-3,770
-4% -$198K 0.22% 92
2019
Q2 		$5.03M Buy
+97,985
New +$4.87M 0.23% 88

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

Crestwood Advisors Group's CBRE Position: Q2 2026 in Review

Crestwood Advisors Group increased its CBRE Group (CBRE) stake by 63% in Q2 2026, buying an estimated $2.28M and bringing the position to 42,726 shares worth $5.75M. The position accounts for 0.09% of the portfolio, ranked #143.

Crestwood Advisors Group first reported a position in CBRE in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.83M in Q4 2019. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Crestwood Advisors Group held 42,726 shares of CBRE Group worth $5.75M as of Q2 2026.
  • Crestwood Advisors Group bought 16,572 CBRE Group shares in Q2 2026, an estimated $2.28M.
  • CBRE Group made up 0.09% of Crestwood Advisors Group's portfolio in Q2 2026, its #143 holding.
  • Crestwood Advisors Group first reported a position in CBRE Group in Q2 2019 and has held it in 29 quarters since.
  • Crestwood Advisors Group's CBRE Group position peaked at $5.83M in Q4 2019.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.