Frank Rimerman Advisors
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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
Q3 		$554K Buy
4,310
+110
+3% +$15.8K 0.03% 387
2026
Q2 		$566K Buy
4,200
+240
+6% +$33.1K 0.03% 381
2026
Q1 		$536K Sell
3,960
-63
-2% -$9.6K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Frank Rimerman Advisors's CBRE Position: Q3 2026 in Review

Frank Rimerman Advisors increased its CBRE Group (CBRE) stake by 2.6% in Q3 2026, buying an estimated $15.8K and bringing the position to 4,310 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #387.

Frank Rimerman Advisors first reported a position in CBRE in Q2 2024 and has held it in 10 quarters since. The position peaked at $647K in Q4 2025. 635 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Frank Rimerman Advisors held 4,310 shares of CBRE Group worth $554K as of Q3 2026.
  • Frank Rimerman Advisors bought 110 CBRE Group shares in Q3 2026, an estimated $15.8K.
  • CBRE Group made up 0.03% of Frank Rimerman Advisors's portfolio in Q3 2026, its #387 holding.
  • Frank Rimerman Advisors first reported a position in CBRE Group in Q2 2024 and has held it in 10 quarters since.
  • Frank Rimerman Advisors's CBRE Group position peaked at $647K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.