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Foundations Investment Advisors’s CBRE Group CBRE Stock Holding History

Foundations Investment 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 		$329K Buy
2,441
+397
+19% +$54.7K ﹤0.01% 926
2026
Q1 		$277K Buy
+2,044
New +$311K ﹤0.01% 943

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's CBRE Position: Q2 2026 in Review

Foundations Investment Advisors increased its CBRE Group (CBRE) stake by 19% in Q2 2026, buying an estimated $54.7K and bringing the position to 2,441 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Foundations Investment Advisors first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Foundations Investment Advisors held 2,441 shares of CBRE Group worth $329K as of Q2 2026.
  • Foundations Investment Advisors bought 397 CBRE Group shares in Q2 2026, an estimated $54.7K.
  • CBRE Group made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #926 holding.
  • Foundations Investment Advisors first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.