Diversify Advisory Services’s CBRE Group CBRE Stock Holding History

Diversify Advisory Services’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 Q3	$551K	Buy	4,066 +133	+3%	+$19.1K	0.01%	880
2026 Q2	$566K	Buy	3,933 +953	+32%	+$131K	0.01%	822
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Diversify Advisory Services's CBRE Position: Q3 2026 in Review

Diversify Advisory Services increased its CBRE Group (CBRE) stake by 3.4% in Q3 2026, buying an estimated $19.1K and bringing the position to 4,066 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #880.

Diversify Advisory Services first reported a position in CBRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $656K in Q4 2025. 178 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Diversify Advisory Services held 4,066 shares of CBRE Group worth $551K as of Q3 2026.
Diversify Advisory Services bought 133 CBRE Group shares in Q3 2026, an estimated $19.1K.
CBRE Group made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #880 holding.
Diversify Advisory Services first reported a position in CBRE Group in Q1 2025 and has held it in 7 quarters since.
Diversify Advisory Services's CBRE Group position peaked at $656K in Q4 2025.
178 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.