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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
Q2 		$272K Sell
2,017
-184
-8% -$25.4K 0.03% 127
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 $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

Financial Consulate's CBRE Position: Q2 2026 in Review

Financial Consulate reduced its CBRE Group (CBRE) stake by 8.4% in Q2 2026, selling an estimated $25.4K and leaving 2,017 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #127.

Financial Consulate first reported a position in CBRE in Q1 2021 and has held it in 13 quarters since. The position peaked at $545K in Q3 2025. 1,073 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Financial Consulate held 2,017 shares of CBRE Group worth $272K as of Q2 2026.
  • Financial Consulate sold 184 CBRE Group shares in Q2 2026, an estimated $25.4K.
  • CBRE Group made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #127 holding.
  • Financial Consulate first reported a position in CBRE Group in Q1 2021 and has held it in 13 quarters since.
  • Financial Consulate's CBRE Group position peaked at $545K in Q3 2025.
  • 1,073 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.