Focus Partners Wealth
CBRE icon

Focus Partners Wealth’s CBRE Group CBRE Stock Holding History

Focus Partners Wealth’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 		$21.4M Buy
158,812
+16,675
+12% +$2.3M 0.02% 500
2026
Q1 		$19.3M Buy
142,137
+4,796
+3% +$729K 0.02% 505
2025
Q4 		$22.1M Buy
137,341
+120,207
+702% +$18.9M 0.03% 465
2025
Q3 		$2.68M Sell
17,134
-1,983
-10% -$307K ﹤0.01% 928
2025
Q2 		$2.68M Sell
19,117
-6,703
-26% -$848K 0.01% 828
2025
Q1 		$3.38M Buy
25,820
+2,349
+10% +$319K 0.01% 737
2024
Q4 		$3.08M Buy
23,471
+2,512
+12% +$329K 0.01% 746
2024
Q3 		$2.61M Buy
20,959
+16,103
+332% +$1.76M 0.01% 713
2024
Q2 		$433K Buy
4,856
+31
+0.6% +$2.75K ﹤0.01% 977
2024
Q1 		$469K Buy
4,825
+47
+1% +$4.22K ﹤0.01% 734
2023
Q4 		$445K Buy
+4,778
New +$371K 0.01% 598

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

Focus Partners Wealth's CBRE Position: Q2 2026 in Review

Focus Partners Wealth increased its CBRE Group (CBRE) stake by 12% in Q2 2026, buying an estimated $2.3M and bringing the position to 158,812 shares worth $21.4M. The position accounts for 0.02% of the portfolio, ranked #500.

Focus Partners Wealth first reported a position in CBRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Focus Partners Wealth held 158,812 shares of CBRE Group worth $21.4M as of Q2 2026.
  • Focus Partners Wealth bought 16,675 CBRE Group shares in Q2 2026, an estimated $2.3M.
  • CBRE Group made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #500 holding.
  • Focus Partners Wealth first reported a position in CBRE Group in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's CBRE Group position peaked at $22.1M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.