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Diversify Wealth Management’s CBRE Group CBRE Stock Holding History

Diversify Wealth Management’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
Q1 		$595K Buy
+4,176
New +$635K 0.01% 754

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Diversify Wealth Management's CBRE Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in CBRE Group (CBRE) in Q1 2026: 4,176 shares worth $595K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings.

1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Diversify Wealth Management held 4,176 shares of CBRE Group worth $595K as of Q1 2026.
  • CBRE Group was a new Diversify Wealth Management position in Q1 2026.
  • CBRE Group made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #754 holding.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.