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Crewe Advisors’s CBRE Group CBRE Stock Holding History

Crewe Advisors’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 		$22.6K Buy
168
+119
+243% +$16.4K ﹤0.01% 586
2026
Q1 		$6.64K Buy
49
+18
+58% +$2.73K ﹤0.01% 721
2025
Q4 		$4.99K Buy
31
+12
+63% +$1.89K ﹤0.01% 729
2025
Q3 		$2.99K Buy
19
+15
+375% +$2.32K ﹤0.01% 793
2025
Q2 		$561 Sell
4
-13
-76% -$1.64K ﹤0.01% 642
2025
Q1 		$2.22K Buy
17
+13
+325% +$1.77K ﹤0.01% 539
2024
Q4 		$526 Sell
4
-310
-99% -$40.6K ﹤0.01% 557
2024
Q3 		$39.1K Buy
314
+3
+1% +$327 ﹤0.01% 322
2024
Q2 		$27.7K Hold
311
– – ﹤0.01% 489
2024
Q1 		$30.2K Buy
+311
New +$27.9K ﹤0.01% 436
2023
Q3 		– Sell
-10
Closed -$808 – 639
2023
Q2 		$808 Buy
+10
New +$749 ﹤0.01% 598
2023
Q1 		– Sell
-68
Closed -$5.23K – 846
2022
Q4 		$5.23K Sell
68
-82
-55% -$6.06K ﹤0.01% 660
2022
Q3 		$10K Buy
150
+29
+24% +$2.3K ﹤0.01% 651
2022
Q2 		$9K Buy
+121
New +$9.74K ﹤0.01% 611
2021
Q4 		– Sell
-35
Closed -$3K – 408
2021
Q3 		$3K Sell
35
-35
-50% -$3.25K ﹤0.01% 329
2021
Q2 		$6K Sell
70
-171
-71% -$14.6K ﹤0.01% 313
2021
Q1 		$19K Hold
241
– – ﹤0.01% 224
2020
Q4 		$15K Sell
241
-16
-6% -$904 0.01% 221
2020
Q3 		$12K Buy
+257
New +$11.7K 0.01% 226

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

Crewe Advisors's CBRE Position: Q2 2026 in Review

Crewe Advisors increased its CBRE Group (CBRE) stake by 243% in Q2 2026, buying an estimated $16.4K and bringing the position to 168 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Crewe Advisors first reported a position in CBRE in Q3 2020 and has held it in 19 quarters since. The position peaked at $39.1K in Q3 2024. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Crewe Advisors held 168 shares of CBRE Group worth $22.6K as of Q2 2026.
  • Crewe Advisors bought 119 CBRE Group shares in Q2 2026, an estimated $16.4K.
  • CBRE Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #586 holding.
  • Crewe Advisors first reported a position in CBRE Group in Q3 2020 and has held it in 19 quarters since.
  • Crewe Advisors's CBRE Group position peaked at $39.1K in Q3 2024.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.