DT
CBRE icon

Diversified Trust’s CBRE Group CBRE Stock Holding History

Diversified Trust’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 		$284K Buy
2,106
+122
+6% +$16.8K ﹤0.01% 929
2026
Q1 		$269K Sell
1,984
-45
-2% -$6.84K 0.01% 879
2025
Q4 		$326K Sell
2,029
-686
-25% -$108K 0.01% 802
2025
Q3 		$428K Sell
2,715
-170
-6% -$26.3K 0.01% 692
2025
Q2 		$404K Buy
2,885
+19
+0.7% +$2.4K 0.01% 662
2025
Q1 		$375K Sell
2,866
-6
-0.2% -$815 0.01% 658
2024
Q4 		$377K Sell
2,872
-261
-8% -$34.2K 0.01% 676
2024
Q3 		$390K Sell
3,133
-36
-1% -$3.92K 0.01% 663
2024
Q2 		$282K Buy
3,169
+294
+10% +$26.1K 0.01% 699
2024
Q1 		$280K Buy
2,875
+109
+4% +$9.79K 0.01% 667
2023
Q4 		$257K Sell
2,766
-752
-21% -$58.5K 0.01% 709
2023
Q3 		$260K Sell
3,518
-389
-10% -$32.3K 0.01% 681
2023
Q2 		$315K Sell
3,907
-39,054
-91% -$2.92M 0.01% 606
2023
Q1 		$3.13M Sell
42,961
-10,682
-20% -$873K 0.12% 98
2022
Q4 		$4.13M Sell
53,643
-3,505
-6% -$259K 0.17% 75
2022
Q3 		$3.86M Sell
57,148
-1,089
-2% -$86.3K 0.17% 74
2022
Q2 		$4.29M Buy
58,237
+22,292
+62% +$1.79M 0.18% 68
2022
Q1 		$3.29M Buy
35,945
+31,976
+806% +$3.12M 0.11% 93
2021
Q4 		$431K Buy
3,969
+1,340
+51% +$137K 0.01% 505
2021
Q3 		$256K Buy
+2,629
New +$244K 0.01% 643
2021
Q2 		– Sell
-3,378
Closed -$267K – 806
2021
Q1 		$267K Buy
3,378
+95
+3% +$6.72K 0.01% 590
2020
Q4 		$206K Buy
+3,283
New +$186K 0.01% 662

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's CBRE Position: Q2 2026 in Review

Diversified Trust increased its CBRE Group (CBRE) stake by 6.1% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,106 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Diversified Trust first reported a position in CBRE in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.29M in Q2 2022. 141 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Diversified Trust held 2,106 shares of CBRE Group worth $284K as of Q2 2026.
  • Diversified Trust bought 122 CBRE Group shares in Q2 2026, an estimated $16.8K.
  • CBRE Group made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #929 holding.
  • Diversified Trust first reported a position in CBRE Group in Q4 2020 and has held it in 22 quarters since.
  • Diversified Trust's CBRE Group position peaked at $4.29M in Q2 2022.
  • 141 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.