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 Q2	$566K	Buy	4,200 +240	+6%	+$33.1K	0.03%	381
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Frank Rimerman Advisors's CBRE Position: Q2 2026 in Review

Frank Rimerman Advisors increased its CBRE Group (CBRE) stake by 6.1% in Q2 2026, buying an estimated $33.1K and bringing the position to 4,200 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #381.

Frank Rimerman Advisors first reported a position in CBRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $647K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Frank Rimerman Advisors held 4,200 shares of CBRE Group worth $566K as of Q2 2026.
Frank Rimerman Advisors bought 240 CBRE Group shares in Q2 2026, an estimated $33.1K.
CBRE Group made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #381 holding.
Frank Rimerman Advisors first reported a position in CBRE Group in Q2 2024 and has held it in 9 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 Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.