Frank Rimerman Advisors’s CBRE Group CBRE Stock Holding History

Frank Rimerman 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	$536K	Sell	3,960 -63	-2%	-$9.57K	0.04%	359
2025 Q4	$647K	Buy	4,023 +16	+0.4%	+$2.52K	0.04%	317
2025 Q3	$631K	Buy	4,007 +36	+0.9%	+$5.57K	0.04%	313
2025 Q2	$556K	Sell	3,971 -546	-12%	-$69K	0.04%	324
2025 Q1	$591K	Buy	4,517 +161	+4%	+$21.9K	0.05%	283
2024 Q4	$572K	Buy	4,356 +174	+4%	+$22.8K	0.04%	278
2024 Q3	$521K	Buy	4,182 +20	+0.5%	+$2.18K	0.04%	324
2024 Q2	$371K	Buy	+4,162	New	+$369K	0.03%	410

Other funds holding CBRE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Frank Rimerman Advisors's CBRE Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its CBRE Group (CBRE) stake by 1.6% in Q1 2026, selling an estimated $9.57K and leaving 3,960 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #359.

Frank Rimerman Advisors first reported a position in CBRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $647K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Frank Rimerman Advisors held 3,960 shares of CBRE Group worth $536K as of Q1 2026.
Frank Rimerman Advisors sold 63 CBRE Group shares in Q1 2026, an estimated $9.57K.
CBRE Group made up 0.04% of Frank Rimerman Advisors's portfolio in Q1 2026, its #359 holding.
Frank Rimerman Advisors first reported a position in CBRE Group in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's CBRE Group position peaked at $647K in Q4 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.