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Dogwood Wealth Management’s CBRE Group CBRE Stock Holding History

Dogwood 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
Q2 		$13.6K Buy
101
+6
+6% +$827 0.01% 320
2026
Q1 		$12.9K Sell
95
-31
-25% -$4.71K 0.01% 298
2025
Q4 		$20.3K Buy
126
+25
+25% +$3.93K 0.01% 198
2025
Q3 		$15.9K Buy
101
+4
+4% +$619 0.01% 215
2025
Q2 		$13.6K Buy
97
+93
+2,325% +$11.8K 0.01% 222
2025
Q1 		$523 Buy
+4
New +$544 ﹤0.01% 457
2024
Q3 		– Hold
0
– – – 348
2024
Q2 		– Hold
0
– – – 420
2024
Q1 		– Hold
0
– – – 412
2023
Q4 		– Hold
0
– – – 379

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's CBRE Position: Q2 2026 in Review

Dogwood Wealth Management increased its CBRE Group (CBRE) stake by 6.3% in Q2 2026, buying an estimated $827 and bringing the position to 101 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #320.

Dogwood Wealth Management first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.3K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Dogwood Wealth Management held 101 shares of CBRE Group worth $13.6K as of Q2 2026.
  • Dogwood Wealth Management bought 6 CBRE Group shares in Q2 2026, an estimated $827.
  • CBRE Group made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Dogwood Wealth Management first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's CBRE Group position peaked at $20.3K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.