Financial Management Professionals’s CBRE Group CBRE Stock Holding History

Financial Management Professionals’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	$14.5K	Hold	108	–	–	﹤0.01%	516
2026 Q1	$14.6K	Buy	108 +14	+15%	+$2.13K	﹤0.01%	470
2025 Q4	$15.1K	Buy	94 +12	+15%	+$1.89K	﹤0.01%	459
2025 Q3	$12.9K	Hold	82	–	–	﹤0.01%	477
2025 Q2	$11.5K	Hold	82	–	–	﹤0.01%	518
2025 Q1	$10.7K	Sell	82 -3	-4%	-$408	﹤0.01%	516
2024 Q4	$11.2K	Buy	85 +3	+4%	+$393	﹤0.01%	499
2024 Q3	$10K	Hold	82	–	–	﹤0.01%	520
2024 Q2	$7K	Hold	82	–	–	﹤0.01%	533
2024 Q1	$8K	Hold	82	–	–	﹤0.01%	574
2023 Q4	$8K	Hold	82	–	–	﹤0.01%	569
2023 Q3	$6K	Hold	82	–	–	﹤0.01%	568
2023 Q2	$7K	Hold	82	–	–	﹤0.01%	596
2023 Q1	$6K	Hold	82	–	–	﹤0.01%	644
2022 Q4	$6K	Hold	82	–	–	﹤0.01%	581
2022 Q3	$6K	Buy	82 +20	+32%	+$1.58K	﹤0.01%	567
2022 Q2	$5K	Buy	62 +18	+41%	+$1.45K	﹤0.01%	606
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	658
2021 Q4	$5K	Hold	44	–	–	﹤0.01%	582
2021 Q3	$4K	Hold	44	–	–	﹤0.01%	611
2021 Q2	$4K	Buy	44 +4	+10%	+$341	﹤0.01%	547
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	520
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	498
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	496
2020 Q2	$2K	Buy	+40	New	+$1.73K	﹤0.01%	491

Other funds holding CBRE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Management Professionals's CBRE Position: Q2 2026 in Review

Financial Management Professionals held its CBRE Group (CBRE) position steady in Q2 2026 at 108 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Financial Management Professionals first reported a position in CBRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.1K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Financial Management Professionals held 108 shares of CBRE Group worth $14.5K as of Q2 2026.
Financial Management Professionals left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #516 holding.
Financial Management Professionals first reported a position in CBRE Group in Q2 2020 and has held it in 25 quarters since.
Financial Management Professionals's CBRE Group position peaked at $15.1K in Q4 2025.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.