Fairway Wealth’s CBRE Group CBRE Stock Holding History

Fairway Wealth’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
2025 Q1	–	Sell	-79	Closed	-$10.4K	–	238
2024 Q4	$10.4K	Buy	+79	New	+$10.3K	﹤0.01%	175
2024 Q3	–	Sell	-24	Closed	-$2.14K	–	148
2024 Q2	$2.14K	Buy	+24	New	+$2.13K	﹤0.01%	294

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Fairway Wealth's CBRE Position: Q1 2025 in Review

Fairway Wealth sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 79 shares — an estimated $10.4K sold.

Fairway Wealth first reported a position in CBRE in Q2 2024 and held it in 2 quarters. The position peaked at $10.4K in Q4 2024. 989 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

Fairway Wealth reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
Fairway Wealth sold 79 CBRE Group shares in Q1 2025, an estimated $10.4K.
Fairway Wealth first reported a position in CBRE Group in Q2 2024 and held it in 2 quarters.
Fairway Wealth's CBRE Group position peaked at $10.4K in Q4 2024.
989 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Fairway Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.