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Elevation Wealth Partners’s CBRE Group CBRE Stock Holding History

Elevation Wealth Partners’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 		$2.29K Sell
17
-1
-6% -$138 ﹤0.01% 1183
2026
Q1 		$2.44K Sell
18
-10
-36% -$1.52K ﹤0.01% 869
2025
Q4 		$4.5K Buy
28
+9
+47% +$1.42K ﹤0.01% 651
2025
Q3 		$2.99K Buy
+19
New +$2.94K ﹤0.01% 573

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

Elevation Wealth Partners's CBRE Position: Q2 2026 in Review

Elevation Wealth Partners reduced its CBRE Group (CBRE) stake by 5.6% in Q2 2026, selling an estimated $138 and leaving 17 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Elevation Wealth Partners first reported a position in CBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.5K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Elevation Wealth Partners held 17 shares of CBRE Group worth $2.29K as of Q2 2026.
  • Elevation Wealth Partners sold 1 CBRE Group share in Q2 2026, an estimated $138.
  • CBRE Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1183 holding.
  • Elevation Wealth Partners first reported a position in CBRE Group in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's CBRE Group position peaked at $4.5K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.