Fermata Advisors’s CBRE Group CBRE Stock Holding History

Fermata 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
2025 Q2	–	Sell	-1,585	Closed	-$207K	–	240
2025 Q1	$207K	Buy	+1,585	New	+$215K	0.04%	265

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fermata Advisors's CBRE Position: Q2 2025 in Review

Fermata Advisors sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 1,585 shares — an estimated $207K sold.

Fermata Advisors first reported a position in CBRE in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

Fermata Advisors reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 1,585 CBRE Group shares in Q2 2025, an estimated $207K.
Fermata Advisors first reported a position in CBRE Group in Q1 2025 and held it in 1 quarter.
Fermata Advisors's CBRE Group position peaked at $207K in Q1 2025.
1,012 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.