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Financial Consulate’s CBRE Group CBRE Stock Holding History

Financial Consulate’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
Q1 		$298K Sell
2,201
-664
-23% -$101K 0.04% 116
2025
Q4 		$461K Sell
2,865
-597
-17% -$93.9K 0.06% 93
2025
Q3 		$545K Buy
+3,462
New +$536K 0.08% 87
2023
Q2 		– Sell
-6,680
Closed -$486K – 54
2023
Q1 		$486K Buy
6,680
+130
+2% +$10.6K 0.17% 69
2022
Q4 		$504K Buy
6,550
+174
+3% +$12.9K 0.18% 70
2022
Q3 		$430K Buy
6,376
+1,065
+20% +$84.4K 0.18% 69
2022
Q2 		$391K Buy
5,311
+929
+21% +$74.8K 0.18% 76
2022
Q1 		$401K Buy
4,382
+149
+4% +$14.5K 0.15% 81
2021
Q4 		$459K Buy
4,233
+482
+13% +$49.4K 0.16% 79
2021
Q3 		$365K Buy
3,751
+416
+12% +$38.7K 0.13% 84
2021
Q2 		$286K Buy
3,335
+440
+15% +$37.6K 0.1% 100
2021
Q1 		$229K Buy
+2,895
New +$205K 0.09% 105

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Consulate's CBRE Position: Q1 2026 in Review

Financial Consulate reduced its CBRE Group (CBRE) stake by 23% in Q1 2026, selling an estimated $101K and leaving 2,201 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #116.

Financial Consulate first reported a position in CBRE in Q1 2021 and has held it in 12 quarters since. The position peaked at $545K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Financial Consulate held 2,201 shares of CBRE Group worth $298K as of Q1 2026.
  • Financial Consulate sold 664 CBRE Group shares in Q1 2026, an estimated $101K.
  • CBRE Group made up 0.04% of Financial Consulate's portfolio in Q1 2026, its #116 holding.
  • Financial Consulate first reported a position in CBRE Group in Q1 2021 and has held it in 12 quarters since.
  • Financial Consulate's CBRE Group position peaked at $545K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.