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Geller Advisors’s CBRE Group CBRE Stock Holding History

Geller 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
2024
Q4 		$251K Sell
1,911
-562
-23% -$73.6K 0.02% 225
2024
Q3 		$308K Sell
2,473
-211
-8% -$23K 0.02% 200
2024
Q2 		$239K Sell
2,684
-55
-2% -$4.88K 0.02% 236
2024
Q1 		$266K Buy
2,739
+47
+2% +$4.22K 0.02% 222
2023
Q4 		$251K Sell
2,692
-146
-5% -$11.4K 0.02% 230
2023
Q3 		$210K Buy
+2,838
New +$235K 0.02% 238

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geller Advisors's CBRE Position: Q4 2024 in Review

Geller Advisors reduced its CBRE Group (CBRE) stake by 23% in Q4 2024, selling an estimated $73.6K and leaving 1,911 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #225.

Geller Advisors first reported a position in CBRE in Q3 2023 and has held it in 6 quarters since. The position peaked at $308K in Q3 2024. 942 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • Geller Advisors held 1,911 shares of CBRE Group worth $251K as of Q4 2024.
  • Geller Advisors sold 562 CBRE Group shares in Q4 2024, an estimated $73.6K.
  • CBRE Group made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #225 holding.
  • Geller Advisors first reported a position in CBRE Group in Q3 2023 and has held it in 6 quarters since.
  • Geller Advisors's CBRE Group position peaked at $308K in Q3 2024.
  • 942 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.