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Essential Partners’s CBRE Group CBRE Stock Holding History

Essential 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 		$137K Buy
1,018
+990
+3,536% +$136K 0.06% 334
2026
Q1 		$3.79K Sell
28
-14
-33% -$2.13K ﹤0.01% 1714
2025
Q4 		$6.75K Sell
42
-73
-63% -$11.5K ﹤0.01% 1310
2025
Q3 		$18.1K Buy
115
+92
+400% +$14.2K 0.01% 925
2025
Q2 		$3.22K Buy
+23
New +$2.91K ﹤0.01% 1175

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

Essential Partners's CBRE Position: Q2 2026 in Review

Essential Partners increased its CBRE Group (CBRE) stake by 3,536% in Q2 2026, buying an estimated $136K and bringing the position to 1,018 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #334.

Essential Partners first reported a position in CBRE in Q2 2025 and has held it in 5 quarters since. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Essential Partners held 1,018 shares of CBRE Group worth $137K as of Q2 2026.
  • Essential Partners bought 990 CBRE Group shares in Q2 2026, an estimated $136K.
  • CBRE Group made up 0.06% of Essential Partners's portfolio in Q2 2026, its #334 holding.
  • Essential Partners first reported a position in CBRE Group in Q2 2025 and has held it in 5 quarters since.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.