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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 		$648K Buy
+437,757
New +$60.3M 0.08% 215
2026
Q1 		– Sell
-1,693
Closed -$272K – 234
2025
Q4 		$272K Buy
+1,693
New +$266K 0.03% 168

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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: 437,757 shares worth $648K. The stake represents 0.08% of the portfolio and ranks #215 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. 282 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Curated Wealth Partners held 437,757 shares of CBRE Group worth $648K as of Q2 2026.
  • CBRE Group was a new Curated Wealth Partners position in Q2 2026.
  • CBRE Group made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Curated Wealth Partners first reported a position in CBRE Group in Q4 2025 and has held it in 2 quarters since.
  • 282 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.