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Cromwell Holdings’s CBRE Group CBRE Stock Holding History

Cromwell Holdings’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 		$118K Sell
876
-81
-8% -$11.2K 0.05% 306
2026
Q1 		$130K Buy
957
+8
+0.8% +$1.22K 0.07% 275
2025
Q4 		$153K Buy
949
+121
+15% +$19K 0.08% 230
2025
Q3 		$130K Hold
828
– – 0.07% 266
2025
Q2 		$116K Buy
828
+36
+5% +$4.55K 0.07% 276
2025
Q1 		$104K Buy
792
+16
+2% +$2.17K 0.07% 283
2024
Q4 		$102K Hold
776
– – 0.06% 285
2024
Q3 		$96.6K Hold
776
– – 0.06% 303
2024
Q2 		$69.1K Buy
+776
New +$68.8K 0.04% 361

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

Cromwell Holdings's CBRE Position: Q2 2026 in Review

Cromwell Holdings reduced its CBRE Group (CBRE) stake by 8.5% in Q2 2026, selling an estimated $11.2K and leaving 876 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #306.

Cromwell Holdings first reported a position in CBRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $153K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Cromwell Holdings held 876 shares of CBRE Group worth $118K as of Q2 2026.
  • Cromwell Holdings sold 81 CBRE Group shares in Q2 2026, an estimated $11.2K.
  • CBRE Group made up 0.05% of Cromwell Holdings's portfolio in Q2 2026, its #306 holding.
  • Cromwell Holdings first reported a position in CBRE Group in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's CBRE Group position peaked at $153K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.