CFO
CBRE icon

CVA Family Office’s CBRE Group CBRE Stock Holding History

CVA Family Office’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 		$147K Buy
1,092
+39
+4% +$5.37K 0.01% 395
2026
Q1 		$143K Buy
1,053
+67
+7% +$10.2K 0.02% 384
2025
Q4 		$159K Buy
986
+6
+0.6% +$943 0.02% 333
2025
Q3 		$154K Buy
980
+44
+5% +$6.81K 0.02% 336
2025
Q2 		$131K Sell
936
-43
-4% -$5.44K 0.02% 363
2025
Q1 		$128K Buy
979
+57
+6% +$7.75K 0.02% 354
2024
Q4 		$121K Buy
922
+63
+7% +$8.25K 0.02% 351
2024
Q3 		$107K Buy
859
+15
+2% +$1.64K 0.02% 359
2024
Q2 		$75.2K Buy
844
+4
+0.5% +$355 0.01% 411
2024
Q1 		$81.7K Buy
840
+5
+0.6% +$449 0.01% 397
2023
Q4 		$77.7K Buy
+835
New +$64.9K 0.02% 374
2023
Q3 		– Sell
-440
Closed -$35.5K – 341
2023
Q2 		$35.5K Buy
440
+35
+9% +$2.62K 0.01% 511
2023
Q1 		$29.5K Buy
405
+180
+80% +$14.7K 0.01% 527
2022
Q4 		$17.3K Buy
225
+15
+7% +$1.11K ﹤0.01% 585
2022
Q3 		$14K Buy
210
+10
+5% +$793 ﹤0.01% 585
2022
Q2 		$15K Sell
200
-220
-52% -$17.7K ﹤0.01% 583
2022
Q1 		$38K Buy
420
+45
+12% +$4.38K 0.01% 445
2021
Q4 		$41K Buy
+375
New +$38.4K 0.01% 392
2021
Q3 		– Sell
-375
Closed -$32K – 440
2021
Q2 		$32K Buy
375
+90
+32% +$7.68K 0.01% 430
2021
Q1 		$23K Buy
+285
New +$20.2K 0.01% 381

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

CVA Family Office's CBRE Position: Q2 2026 in Review

CVA Family Office increased its CBRE Group (CBRE) stake by 3.7% in Q2 2026, buying an estimated $5.37K and bringing the position to 1,092 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #395.

CVA Family Office first reported a position in CBRE in Q1 2021 and has held it in 20 quarters since. The position peaked at $159K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • CVA Family Office held 1,092 shares of CBRE Group worth $147K as of Q2 2026.
  • CVA Family Office bought 39 CBRE Group shares in Q2 2026, an estimated $5.37K.
  • CBRE Group made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #395 holding.
  • CVA Family Office first reported a position in CBRE Group in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's CBRE Group position peaked at $159K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.