Curated Wealth Partners
CBRE icon

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
Q3 		$841K Buy
6,544
+4,728
+260% +$678K 0.07% 160
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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JP Morgan Chase
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Curated Wealth Partners's CBRE Position: Q3 2026 in Review

Curated Wealth Partners increased its CBRE Group (CBRE) stake by 260% in Q3 2026, buying an estimated $678K and bringing the position to 6,544 shares worth $841K. The position accounts for 0.07% of the portfolio, ranked #160.

Curated Wealth Partners first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. 869 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Curated Wealth Partners held 6,544 shares of CBRE Group worth $841K as of Q3 2026.
  • Curated Wealth Partners bought 4,728 CBRE Group shares in Q3 2026, an estimated $678K.
  • CBRE Group made up 0.07% of Curated Wealth Partners's portfolio in Q3 2026, its #160 holding.
  • Curated Wealth Partners first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • 869 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.