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First National Bank of South Miami’s CBRE Group CBRE Stock Holding History

First National Bank of South Miami’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
2023
Q2 		$320K Buy
3,969
+513
+15% +$38.4K 0.26% 81
2023
Q1 		$252K Buy
3,456
+454
+15% +$37.1K 0.2% 103
2022
Q4 		$231K Buy
3,002
+1,401
+88% +$103K 0.17% 112
2022
Q3 		$108K Buy
+1,601
New +$127K 0.08% 159

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First National Bank of South Miami's CBRE Position: Q2 2023 in Review

First National Bank of South Miami increased its CBRE Group (CBRE) stake by 15% in Q2 2023, buying an estimated $38.4K and bringing the position to 3,969 shares worth $320K. The position accounts for 0.26% of the portfolio, ranked #81.

First National Bank of South Miami first reported a position in CBRE in Q3 2022 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold CBRE as of Q2 2023.

  • First National Bank of South Miami held 3,969 shares of CBRE Group worth $320K as of Q2 2023.
  • First National Bank of South Miami bought 513 CBRE Group shares in Q2 2023, an estimated $38.4K.
  • CBRE Group made up 0.26% of First National Bank of South Miami's portfolio in Q2 2023, its #81 holding.
  • First National Bank of South Miami first reported a position in CBRE Group in Q3 2022 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held CBRE Group as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.