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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CBRE Group CBRE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-5
Closed -$804 – 524
2025
Q4 		$804 Hold
5
– – ﹤0.01% 494
2025
Q3 		$788 Hold
5
– – ﹤0.01% 510
2025
Q2 		$701 Hold
5
– – ﹤0.01% 467
2025
Q1 		$654 Hold
5
– – ﹤0.01% 449
2024
Q4 		$656 Hold
5
– – ﹤0.01% 445
2024
Q3 		$622 Hold
5
– – ﹤0.01% 348
2024
Q2 		$446 Buy
+5
New +$444 ﹤0.01% 336

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CBRE Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 5 shares — an estimated $804 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CBRE in Q2 2024 and held it in 7 quarters. The position peaked at $804 in Q4 2025. 1,078 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 CBRE Group shares in Q1 2026, an estimated $804.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CBRE Group in Q2 2024 and held it in 7 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CBRE Group position peaked at $804 in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.