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DHJJ Financial Advisors’s CBRE Group CBRE Stock Holding History

DHJJ Financial Advisors’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 		$215K Hold
1,595
– – 0.06% 200
2026
Q1 		$216K Hold
1,595
– – 0.07% 186
2025
Q4 		$256K Sell
1,595
-4
-0.3% -$629 0.09% 164
2025
Q3 		$252K Sell
1,599
-4
-0.2% -$619 0.09% 158
2025
Q2 		$225K Sell
1,603
-2
-0.1% -$253 0.08% 160
2025
Q1 		$210K Sell
1,605
-3
-0.2% -$408 0.08% 154
2024
Q4 		$211K Hold
1,608
– – 0.08% 153
2024
Q3 		$200K Sell
1,608
-6
-0.4% -$654 0.08% 150
2024
Q2 		$144K Sell
1,614
-2
-0.1% -$177 0.06% 171
2024
Q1 		$157K Hold
1,616
– – 0.07% 159
2023
Q4 		$150K Hold
1,616
– – 0.07% 156
2023
Q3 		$119K Buy
+1,616
New +$134K 0.06% 169

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

DHJJ Financial Advisors's CBRE Position: Q2 2026 in Review

DHJJ Financial Advisors held its CBRE Group (CBRE) position steady in Q2 2026 at 1,595 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #200.

DHJJ Financial Advisors first reported a position in CBRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $256K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • DHJJ Financial Advisors held 1,595 shares of CBRE Group worth $215K as of Q2 2026.
  • DHJJ Financial Advisors left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • DHJJ Financial Advisors first reported a position in CBRE Group in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's CBRE Group position peaked at $256K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.