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Forum Financial Management’s CBRE Group CBRE Stock Holding History

Forum Financial Management’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
-4,266
Closed -$686K – 441
2025
Q4 		$686K Buy
4,266
+1
+0% +$157 0.01% 354
2025
Q3 		$672K Buy
4,265
+46
+1% +$7.12K 0.01% 345
2025
Q2 		$591K Buy
4,219
+311
+8% +$39.3K 0.01% 353
2025
Q1 		$511K Buy
3,908
+1
+0% +$136 0.01% 364
2024
Q4 		$513K Buy
3,907
+1,031
+36% +$135K 0.01% 371
2024
Q3 		$358K Buy
2,876
+1
+0% +$109 0.01% 444
2024
Q2 		$256K Buy
2,875
+4
+0.1% +$355 ﹤0.01% 546
2024
Q1 		$279K Hold
2,871
– – ﹤0.01% 527
2023
Q4 		$267K Hold
2,871
– – 0.01% 505
2023
Q3 		$212K Hold
2,871
– – ﹤0.01% 568
2023
Q2 		$232K Buy
2,871
+40
+1% +$3K 0.01% 547
2023
Q1 		$206K Buy
2,831
+1
+0% +$82 0.01% 556
2022
Q4 		$218K Buy
+2,830
New +$209K 0.01% 517
2022
Q3 		– Sell
-2,894
Closed -$213K – 555
2022
Q2 		$213K Sell
2,894
-234
-7% -$18.8K 0.01% 494
2022
Q1 		$286K Buy
3,128
+299
+11% +$29.1K 0.01% 414
2021
Q4 		$307K Buy
+2,829
New +$290K 0.02% 409

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's CBRE Position: Q1 2026 in Review

Forum Financial Management sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 4,266 shares — an estimated $686K sold.

Forum Financial Management first reported a position in CBRE in Q4 2021 and held it in 16 quarters. The position peaked at $686K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Forum Financial Management reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,266 CBRE Group shares in Q1 2026, an estimated $686K.
  • Forum Financial Management first reported a position in CBRE Group in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's CBRE Group position peaked at $686K in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.