EHWM
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Eads & Heald Wealth Management’s CBRE Group CBRE Stock Holding History

Eads & Heald 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 		$1M Sell
7,460
-55
-0.7% -$7.58K 0.49% 77
2026
Q1 		$1.02M Sell
7,515
-109
-1% -$16.6K 0.51% 80
2025
Q4 		$1.23M Sell
7,624
-286
-4% -$45K 0.59% 71
2025
Q3 		$1.25M Sell
7,910
-605
-7% -$93.6K 0.59% 70
2025
Q2 		$1.19M Sell
8,515
-409
-5% -$51.7K 0.59% 75
2025
Q1 		$1.17M Sell
8,924
-300
-3% -$40.8K 0.59% 73
2024
Q4 		$1.21M Buy
9,224
+371
+4% +$48.6K 0.6% 74
2024
Q3 		$1.1M Sell
8,853
-776
-8% -$84.6K 0.52% 81
2024
Q2 		$858K Buy
9,629
+378
+4% +$33.5K 0.41% 90
2024
Q1 		$900K Sell
9,251
-608
-6% -$54.6K 0.42% 92
2023
Q4 		$918K Sell
9,859
-695
-7% -$54K 0.44% 89
2023
Q3 		$780K Buy
10,554
+384
+4% +$31.8K 0.41% 94
2023
Q2 		$821K Buy
10,170
+2,085
+26% +$156K 0.4% 93
2023
Q1 		$589K Buy
8,085
+1,930
+31% +$158K 0.29% 106
2022
Q4 		$474K Sell
6,155
-4,061
-40% -$300K 0.24% 113
2022
Q3 		$690K Buy
+10,216
New +$810K 0.39% 96

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

Eads & Heald Wealth Management's CBRE Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its CBRE Group (CBRE) stake by 0.73% in Q2 2026, selling an estimated $7.58K and leaving 7,460 shares worth $1M. The position accounts for 0.49% of the portfolio, ranked #77.

Eads & Heald Wealth Management first reported a position in CBRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Eads & Heald Wealth Management held 7,460 shares of CBRE Group worth $1M as of Q2 2026.
  • Eads & Heald Wealth Management sold 55 CBRE Group shares in Q2 2026, an estimated $7.58K.
  • CBRE Group made up 0.49% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Eads & Heald Wealth Management first reported a position in CBRE Group in Q3 2022 and has held it in 16 quarters since.
  • Eads & Heald Wealth Management's CBRE Group position peaked at $1.25M in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.