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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
Q1 		$277K Buy
+2,044
New +$311K ﹤0.01% 943

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Foundations Investment Advisors's CBRE Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in CBRE Group (CBRE) in Q1 2026: 2,044 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Foundations Investment Advisors held 2,044 shares of CBRE Group worth $277K as of Q1 2026.
  • CBRE Group was a new Foundations Investment Advisors position in Q1 2026.
  • CBRE Group made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #943 holding.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.