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FSA Wealth Management’s CBRE Group CBRE Stock Holding History

FSA Wealth Management’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
2025
Q3 		$6.14K Hold
39
– – ﹤0.01% 376
2025
Q2 		$5.46K Hold
39
– – ﹤0.01% 370
2025
Q1 		$5.1K Hold
39
– – ﹤0.01% 350
2024
Q4 		$5.12K Hold
39
– – ﹤0.01% 382
2024
Q3 		$4.86K Buy
+39
New +$4.25K ﹤0.01% 406
2024
Q1 		$3.79K Hold
39
– – ﹤0.01% 485
2023
Q4 		$4K Buy
+39
New +$3.03K ﹤0.01% 451

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FSA Wealth Management's CBRE Position: Q3 2025 in Review

FSA Wealth Management held its CBRE Group (CBRE) position steady in Q3 2025 at 39 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

FSA Wealth Management first reported a position in CBRE in Q4 2023 and has held it in 7 quarters since. 1,058 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • FSA Wealth Management held 39 shares of CBRE Group worth $6.14K as of Q3 2025.
  • FSA Wealth Management left its CBRE Group share count unchanged in Q3 2025.
  • CBRE Group made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #376 holding.
  • FSA Wealth Management first reported a position in CBRE Group in Q4 2023 and has held it in 7 quarters since.
  • 1,058 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.