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Curated Wealth Partners’s CBRE Group CBRE Stock Holding History

Curated Wealth Partners’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 		$245K Buy
+1,816
New +$250K 0.03% 204
2026
Q1 		– Sell
-1,693
Closed -$272K – 234
2025
Q4 		$272K Buy
+1,693
New +$266K 0.03% 168

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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

Curated Wealth Partners's CBRE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in CBRE Group (CBRE) in Q2 2026: 1,816 shares worth $245K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in CBRE as recently as Q4 2025.

Curated Wealth Partners first reported a position in CBRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Curated Wealth Partners held 1,816 shares of CBRE Group worth $245K as of Q2 2026.
  • CBRE Group was a new Curated Wealth Partners position in Q2 2026.
  • CBRE Group made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Curated Wealth Partners first reported a position in CBRE Group in Q4 2025 and has held it in 2 quarters since.
  • Curated Wealth Partners's CBRE Group position peaked at $272K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.