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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
Q2 		$1.06M Sell
7,856
-224
-3% -$30.9K 0.38% 64
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
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

Custom Index Systems's CBRE Position: Q2 2026 in Review

Custom Index Systems reduced its CBRE Group (CBRE) stake by 2.8% in Q2 2026, selling an estimated $30.9K and leaving 7,856 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #64.

Custom Index Systems first reported a position in CBRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Custom Index Systems held 7,856 shares of CBRE Group worth $1.06M as of Q2 2026.
  • Custom Index Systems sold 224 CBRE Group shares in Q2 2026, an estimated $30.9K.
  • CBRE Group made up 0.38% of Custom Index Systems's portfolio in Q2 2026, its #64 holding.
  • Custom Index Systems first reported a position in CBRE Group in Q1 2024 and has held it in 10 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 Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.