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Forvis Mazars Wealth Advisors’s CBRE Group CBRE Stock Holding History

Forvis Mazars Wealth Advisors’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 		$2.08M Buy
15,479
+5
+0% +$689 0.03% 153
2026
Q1 		$2.1M Buy
15,474
+461
+3% +$70K 0.04% 151
2025
Q4 		$2.41M Sell
15,013
-698
-4% -$110K 0.05% 145
2025
Q3 		$2.48M Sell
15,711
-675
-4% -$104K 0.05% 135
2025
Q2 		$2.3M Buy
16,386
+2,249
+16% +$284K 0.05% 146
2025
Q1 		$1.85M Buy
14,137
+161
+1% +$21.9K 0.04% 161
2024
Q4 		$1.83M Buy
+13,976
New +$1.83M 0.04% 166

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

Forvis Mazars Wealth Advisors's CBRE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its CBRE Group (CBRE) stake by 0.03% in Q2 2026, buying an estimated $689 and bringing the position to 15,479 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #153.

Forvis Mazars Wealth Advisors first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 15,479 shares of CBRE Group worth $2.08M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 5 CBRE Group shares in Q2 2026, an estimated $689.
  • CBRE Group made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Forvis Mazars Wealth Advisors first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Forvis Mazars Wealth Advisors's CBRE Group position peaked at $2.48M in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.