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Elevated Capital Advisors’s CBRE Group CBRE Stock Holding History

Elevated Capital 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
Q2 		$7.68K Sell
57
-20
-26% -$2.75K ﹤0.01% 518
2026
Q1 		$10.4K Buy
77
+44
+133% +$6.69K ﹤0.01% 458
2025
Q4 		$5.31K Buy
+33
New +$5.19K ﹤0.01% 519

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

Elevated Capital Advisors's CBRE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its CBRE Group (CBRE) stake by 26% in Q2 2026, selling an estimated $2.75K and leaving 57 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Elevated Capital Advisors first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Elevated Capital Advisors held 57 shares of CBRE Group worth $7.68K as of Q2 2026.
  • Elevated Capital Advisors sold 20 CBRE Group shares in Q2 2026, an estimated $2.75K.
  • CBRE Group made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #518 holding.
  • Elevated Capital Advisors first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's CBRE Group position peaked at $10.4K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.