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Drive Wealth Management’s CBRE Group CBRE Stock Holding History

Drive 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 		$229K Sell
1,699
-4
-0.2% -$551 0.04% 389
2026
Q1 		$231K Buy
1,703
+3
+0.2% +$456 0.05% 315
2025
Q4 		$273K Sell
1,700
-30
-2% -$4.72K 0.05% 274
2025
Q3 		$273K Buy
1,730
+17
+1% +$2.63K 0.06% 257
2025
Q2 		$240K Sell
1,713
-10
-0.6% -$1.26K 0.05% 278
2025
Q1 		$225K Sell
1,723
-9
-0.5% -$1.22K 0.05% 274
2024
Q4 		$227K Sell
1,732
-2
-0.1% -$262 0.06% 272
2024
Q3 		$216K Buy
+1,734
New +$189K 0.06% 279

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 $3.37T AUM 44.26% 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

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

Drive Wealth Management reduced its CBRE Group (CBRE) stake by 0.23% in Q2 2026, selling an estimated $551 and leaving 1,699 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #389.

Drive Wealth Management first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $273K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Drive Wealth Management held 1,699 shares of CBRE Group worth $229K as of Q2 2026.
  • Drive Wealth Management sold 4 CBRE Group shares in Q2 2026, an estimated $551.
  • CBRE Group made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Drive Wealth Management first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Drive Wealth Management's CBRE Group position peaked at $273K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.