EI
CBRE icon

Ellevest Inc’s CBRE Group CBRE Stock Holding History

Ellevest Inc’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 		$560K Sell
4,196
-868
-17% -$120K 0.07% 225
2026
Q1 		$686K Sell
5,064
-443
-8% -$67.3K 0.1% 154
2025
Q4 		$885K Sell
5,507
-360
-6% -$56.6K 0.12% 120
2025
Q3 		$924K Sell
5,867
-666
-10% -$103K 0.13% 111
2025
Q2 		$915K Sell
6,533
-707
-10% -$89.4K 0.15% 106
2025
Q1 		$947K Sell
7,240
-41
-0.6% -$5.57K 0.06% 110
2024
Q4 		$956K Buy
7,281
+20
+0.3% +$2.62K 0.06% 106
2024
Q3 		$904K Sell
7,261
-518
-7% -$56.5K 0.05% 119
2024
Q2 		$693K Buy
7,779
+914
+13% +$81.1K 0.04% 150
2024
Q1 		$668K Buy
6,865
+538
+9% +$48.3K 0.04% 154
2023
Q4 		$589K Sell
6,327
-87
-1% -$6.76K 0.04% 156
2023
Q3 		$474K Buy
6,414
+878
+16% +$72.8K 0.04% 164
2023
Q2 		$447K Buy
5,536
+1,575
+40% +$118K 0.03% 174
2023
Q1 		$288K Buy
3,961
+280
+8% +$22.9K 0.02% 250
2022
Q4 		$283K Buy
3,681
+382
+12% +$28.2K 0.02% 242
2022
Q3 		$223K Buy
3,299
+2,665
+420% +$211K 0.02% 253
2022
Q2 		$47K Sell
634
-664
-51% -$53.5K ﹤0.01% 579
2022
Q1 		$119K Sell
1,298
-2,200
-63% -$214K 0.01% 384
2021
Q4 		$380K Sell
3,498
-27
-0.8% -$2.77K 0.03% 161
2021
Q3 		$343K Buy
3,525
+322
+10% +$29.9K 0.03% 167
2021
Q2 		$275K Buy
3,203
+483
+18% +$41.2K 0.03% 186
2021
Q1 		$215K Buy
2,720
+187
+7% +$13.2K 0.03% 205
2020
Q4 		$159K Buy
2,533
+321
+15% +$18.1K 0.02% 207
2020
Q3 		$104K Buy
2,212
+436
+25% +$19.9K 0.02% 250
2020
Q2 		$80K Buy
1,776
+619
+54% +$26.7K 0.02% 258
2020
Q1 		$44K Buy
1,157
+495
+75% +$27.4K 0.01% 253
2019
Q4 		$41K Buy
662
+643
+3,384% +$35.6K 0.01% 234
2019
Q3 		$1K Buy
+19
New +$999 ﹤0.01% 369

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

Ellevest Inc's CBRE Position: Q2 2026 in Review

Ellevest Inc reduced its CBRE Group (CBRE) stake by 17% in Q2 2026, selling an estimated $120K and leaving 4,196 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #225.

Ellevest Inc first reported a position in CBRE in Q3 2019 and has held it in 28 quarters since. The position peaked at $956K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Ellevest Inc held 4,196 shares of CBRE Group worth $560K as of Q2 2026.
  • Ellevest Inc sold 868 CBRE Group shares in Q2 2026, an estimated $120K.
  • CBRE Group made up 0.07% of Ellevest Inc's portfolio in Q2 2026, its #225 holding.
  • Ellevest Inc first reported a position in CBRE Group in Q3 2019 and has held it in 28 quarters since.
  • Ellevest Inc's CBRE Group position peaked at $956K in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.