Diversify Advisory Services’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$425K Sell
2,980
-843
-22% -$128K 0.06% 127
2025
Q4
$656K Sell
3,823
-91
-2% -$14.3K 0.02% 520
2025
Q3
$589K Sell
3,914
-36
-0.9% -$5.57K 0.02% 513
2025
Q2
$617K Sell
3,950
-38
-1% -$4.8K 0.02% 467
2025
Q1
$486K Buy
+3,988
New +$542K 0.03% 363

Other funds holding CBRE

Diversify Advisory Services's CBRE Position: Q1 2026 in Review

Diversify Advisory Services reduced its CBRE Group (CBRE) stake by 22% in Q1 2026, selling an estimated $128K and leaving 2,980 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #127.

Diversify Advisory Services first reported a position in CBRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $656K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Diversify Advisory Services held 2,980 shares of CBRE Group worth $425K as of Q1 2026.
  • Diversify Advisory Services sold 843 CBRE Group shares in Q1 2026, an estimated $128K.
  • CBRE Group made up 0.06% of Diversify Advisory Services's portfolio in Q1 2026, its #127 holding.
  • Diversify Advisory Services first reported a position in CBRE Group in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's CBRE Group position peaked at $656K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.