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Dynamic Advisor Solutions’s CBRE Group CBRE Stock Holding History

Dynamic Advisor Solutions’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 		$351K Buy
2,608
+173
+7% +$23.8K 0.01% 797
2026
Q1 		$330K Buy
2,435
+42
+2% +$6.38K 0.01% 780
2025
Q4 		$385K Buy
2,393
+181
+8% +$28.5K 0.01% 700
2025
Q3 		$349K Buy
2,212
+333
+18% +$51.5K 0.01% 728
2025
Q2 		$263K Buy
+1,879
New +$238K 0.01% 782

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Dynamic Advisor Solutions's CBRE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its CBRE Group (CBRE) stake by 7.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,608 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #797.

Dynamic Advisor Solutions first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 165 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Dynamic Advisor Solutions held 2,608 shares of CBRE Group worth $351K as of Q2 2026.
  • Dynamic Advisor Solutions bought 173 CBRE Group shares in Q2 2026, an estimated $23.8K.
  • CBRE Group made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #797 holding.
  • Dynamic Advisor Solutions first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • Dynamic Advisor Solutions's CBRE Group position peaked at $385K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.