Envestnet Portfolio Solutions
CBRE icon

Envestnet Portfolio Solutions’s CBRE Group CBRE Stock Holding History

Envestnet Portfolio Solutions’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 		$2.58M Sell
19,124
-3,053
-14% -$421K 0.01% 451
2026
Q1 		$3M Sell
22,177
-7,957
-26% -$1.21M 0.02% 379
2025
Q4 		$4.85M Sell
30,134
-296
-1% -$46.5K 0.02% 367
2025
Q3 		$4.79M Sell
30,430
-2,099
-6% -$325K 0.02% 361
2025
Q2 		$4.56M Sell
32,529
-2,866
-8% -$362K 0.02% 386
2025
Q1 		$4.63M Sell
35,395
-42,583
-55% -$5.79M 0.02% 380
2024
Q4 		$10.2M Buy
77,978
+6,566
+9% +$860K 0.03% 244
2024
Q3 		$8.89M Sell
71,412
-3,098
-4% -$338K 0.03% 271
2024
Q2 		$6.64M Sell
74,510
-26,895
-27% -$2.39M 0.02% 314
2024
Q1 		$9.86M Buy
101,405
+18,620
+22% +$1.67M 0.04% 230
2023
Q4 		$7.71M Sell
82,785
-11,756
-12% -$914K 0.03% 243
2023
Q3 		$6.98M Buy
+94,541
New +$7.84M 0.03% 236

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's CBRE Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its CBRE Group (CBRE) stake by 14% in Q2 2026, selling an estimated $421K and leaving 19,124 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #451.

Envestnet Portfolio Solutions first reported a position in CBRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2024. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Envestnet Portfolio Solutions held 19,124 shares of CBRE Group worth $2.58M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 3,053 CBRE Group shares in Q2 2026, an estimated $421K.
  • CBRE Group made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #451 holding.
  • Envestnet Portfolio Solutions first reported a position in CBRE Group in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's CBRE Group position peaked at $10.2M in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.