EWA
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EP Wealth Advisors’s CBRE Group CBRE Stock Holding History

EP Wealth 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 		$599K Buy
4,449
+203
+5% +$28K ﹤0.01% 954
2026
Q1 		$575K Buy
4,246
+610
+17% +$92.7K ﹤0.01% 843
2025
Q4 		$585K Buy
+3,636
New +$572K ﹤0.01% 812
2025
Q2 		$543K Buy
3,875
+582
+18% +$73.6K ﹤0.01% 753
2025
Q1 		$431K Buy
3,293
+295
+10% +$40.1K ﹤0.01% 760
2024
Q4 		$394K Sell
2,998
-81
-3% -$10.6K ﹤0.01% 765
2024
Q3 		$383K Buy
3,079
+16
+0.5% +$1.74K ﹤0.01% 777
2024
Q2 		$273K Buy
3,063
+152
+5% +$13.5K ﹤0.01% 680
2024
Q1 		$283K Buy
2,911
+6
+0.2% +$539 ﹤0.01% 646
2023
Q4 		$270K Sell
2,905
-1,512
-34% -$118K ﹤0.01% 644
2023
Q3 		$326K Sell
4,417
-20,583
-82% -$1.71M 0.01% 542
2023
Q2 		$338K Buy
25,000
+5,400
+28% +$404K ﹤0.01% 536
2023
Q1 		$0 Buy
+19,600
New +$1.6M ﹤0.01% 645
2022
Q3 		– Sell
-3,399
Closed -$250K – 378
2022
Q2 		$250K Sell
3,399
-20
-0.6% -$1.61K 0.01% 524
2022
Q1 		$313K Sell
3,419
-92
-3% -$8.96K 0.01% 481
2021
Q4 		$381K Buy
3,511
+139
+4% +$14.2K 0.01% 417
2021
Q3 		$328K Buy
3,372
+33
+1% +$3.07K 0.01% 414
2021
Q2 		$286K Buy
3,339
+638
+24% +$54.5K 0.01% 452
2021
Q1 		$214K Sell
2,701
-546
-17% -$38.6K 0.01% 466
2020
Q4 		$204K Buy
+3,247
New +$183K 0.01% 411
2020
Q1 		– Sell
-5,109
Closed -$313K – 373
2019
Q4 		$313K Sell
5,109
-2,188
-30% -$121K 0.01% 323
2019
Q3 		$387K Sell
7,297
-162
-2% -$8.52K 0.02% 246
2019
Q2 		$383K Buy
+7,459
New +$371K 0.02% 212

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

EP Wealth Advisors's CBRE Position: Q2 2026 in Review

EP Wealth Advisors increased its CBRE Group (CBRE) stake by 4.8% in Q2 2026, buying an estimated $28K and bringing the position to 4,449 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

EP Wealth Advisors first reported a position in CBRE in Q2 2019 and has held it in 23 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • EP Wealth Advisors held 4,449 shares of CBRE Group worth $599K as of Q2 2026.
  • EP Wealth Advisors bought 203 CBRE Group shares in Q2 2026, an estimated $28K.
  • CBRE Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #954 holding.
  • EP Wealth Advisors first reported a position in CBRE Group in Q2 2019 and has held it in 23 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.