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Dorsey & Whitney Trust’s CBRE Group CBRE Stock Holding History

Dorsey & Whitney 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
Q1 		$380K Sell
2,808
-99
-3% -$15K 0.02% 501
2025
Q4 		$467K Buy
2,907
+95
+3% +$14.9K 0.02% 444
2025
Q3 		$443K Sell
2,812
-87
-3% -$13.5K 0.02% 458
2025
Q2 		$406K Buy
2,899
+157
+6% +$19.9K 0.02% 466
2025
Q1 		$359K Buy
2,742
+35
+1% +$4.76K 0.02% 472
2024
Q4 		$355K Buy
2,707
+211
+8% +$27.6K 0.02% 470
2024
Q3 		$311K Buy
+2,496
New +$272K 0.02% 508
2024
Q2 		– Sell
-2,601
Closed -$253K – 632
2024
Q1 		$253K Buy
2,601
+20
+0.8% +$1.8K 0.02% 528
2023
Q4 		$240K Buy
+2,581
New +$201K 0.02% 522

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

Dorsey & Whitney Trust's CBRE Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its CBRE Group (CBRE) stake by 3.4% in Q1 2026, selling an estimated $15K and leaving 2,808 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #501.

Dorsey & Whitney Trust first reported a position in CBRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $467K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Dorsey & Whitney Trust held 2,808 shares of CBRE Group worth $380K as of Q1 2026.
  • Dorsey & Whitney Trust sold 99 CBRE Group shares in Q1 2026, an estimated $15K.
  • CBRE Group made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #501 holding.
  • Dorsey & Whitney Trust first reported a position in CBRE Group in Q4 2023 and has held it in 9 quarters since.
  • Dorsey & Whitney Trust's CBRE Group position peaked at $467K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.