Denver PWM’s CBRE Group CBRE Stock Holding History

Denver PWM’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
2025 Q1	–	Sell	-222	Closed	-$29.1K	–	96
2024 Q4	$29.1K	Buy	+222	New	+$29.1K	0.01%	126

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AIM

Alphinity Investment Management Sydney, Australia $5.68B AUM 26.72% 1-Year Est. Return

Denver PWM's CBRE Position: Q1 2025 in Review

Denver PWM sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 222 shares — an estimated $29.1K sold.

Denver PWM first reported a position in CBRE in Q4 2024 and held it in 1 quarter. The position peaked at $29.1K in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

Denver PWM reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 222 CBRE Group shares in Q1 2025, an estimated $29.1K.
Denver PWM first reported a position in CBRE Group in Q4 2024 and held it in 1 quarter.
Denver PWM's CBRE Group position peaked at $29.1K in Q4 2024.
985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.