E&G Advisors’s CBRE Group CBRE Stock Holding History

E&G Advisors’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	–	Sell	-1,404	Closed	-$226K	–	237
2025 Q4	$226K	Hold	1,404	–	–	0.05%	209
2025 Q3	$221K	Buy	+1,404	New	+$217K	0.05%	206

Other funds holding CBRE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

E&G Advisors's CBRE Position: Q1 2026 in Review

E&G Advisors sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,404 shares — an estimated $226K sold.

E&G Advisors first reported a position in CBRE in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

E&G Advisors reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
E&G Advisors sold 1,404 CBRE Group shares in Q1 2026, an estimated $226K.
E&G Advisors first reported a position in CBRE Group in Q3 2025 and held it in 2 quarters.
E&G Advisors's CBRE Group position peaked at $226K in Q4 2025.
1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.