DBRC
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D.B. Root & Company’s CBRE Group CBRE Stock Holding History

D.B. Root & Company’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 		– Sell
-1,346
Closed -$216K – 198
2025
Q4 		$216K Sell
1,346
-298
-18% -$46.9K 0.05% 183
2025
Q3 		$259K Sell
1,644
-894
-35% -$138K 0.07% 161
2025
Q2 		$356K Sell
2,538
-1,445
-36% -$183K 0.11% 135
2025
Q1 		$521K Sell
3,983
-277
-7% -$37.6K 0.17% 97
2024
Q4 		$559K Buy
+4,260
New +$558K 0.18% 92

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.B. Root & Company's CBRE Position: Q1 2026 in Review

D.B. Root & Company sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,346 shares — an estimated $216K sold.

D.B. Root & Company first reported a position in CBRE in Q4 2024 and held it in 5 quarters. The position peaked at $559K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • D.B. Root & Company reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 1,346 CBRE Group shares in Q1 2026, an estimated $216K.
  • D.B. Root & Company first reported a position in CBRE Group in Q4 2024 and held it in 5 quarters.
  • D.B. Root & Company's CBRE Group position peaked at $559K in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.