Custom Index Systems’s CBRE Group CBRE Stock Holding History

Custom Index Systems’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 Q1	$1.09M	Sell	8,080 -428	-5%	-$65K	0.48%	50
2025 Q4	$1.37M	Sell	8,508 -5,046	-37%	-$793K	0.6%	38
2025 Q3	$2.14M	Buy	13,554 +4,537	+50%	+$702K	0.63%	32
2025 Q2	$1.26M	Sell	9,017 -705	-7%	-$89.2K	0.6%	36
2025 Q1	$1.27M	Buy	9,722 +954	+11%	+$130K	0.64%	29
2024 Q4	$1.15M	Buy	8,768 +1,477	+20%	+$193K	0.62%	41
2024 Q3	$908K	Buy	7,291 +2,171	+42%	+$237K	0.49%	61
2024 Q2	$456K	Sell	5,120 -377	-7%	-$33.4K	0.26%	101
2024 Q1	$535K	Buy	+5,497	New	+$494K	0.3%	76

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Custom Index Systems's CBRE Position: Q1 2026 in Review

Custom Index Systems reduced its CBRE Group (CBRE) stake by 5% in Q1 2026, selling an estimated $65K and leaving 8,080 shares worth $1.09M. The position accounts for 0.48% of the portfolio, ranked #50.

Custom Index Systems first reported a position in CBRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Custom Index Systems held 8,080 shares of CBRE Group worth $1.09M as of Q1 2026.
Custom Index Systems sold 428 CBRE Group shares in Q1 2026, an estimated $65K.
CBRE Group made up 0.48% of Custom Index Systems's portfolio in Q1 2026, its #50 holding.
Custom Index Systems first reported a position in CBRE Group in Q1 2024 and has held it in 9 quarters since.
Custom Index Systems's CBRE Group position peaked at $2.14M in Q3 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.