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Gladstone Institutional Advisory’s CBRE Group CBRE Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-3,078
Closed -$495K – 840
2025
Q4 		$495K Buy
3,078
+233
+8% +$36.6K 0.02% 503
2025
Q3 		$448K Sell
2,845
-236
-8% -$36.5K 0.02% 544
2025
Q2 		$432K Sell
3,081
-63
-2% -$7.97K 0.02% 535
2025
Q1 		$411K Buy
+3,144
New +$427K 0.02% 515

Other funds holding CBRE

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

Gladstone Institutional Advisory's CBRE Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 3,078 shares — an estimated $495K sold.

Gladstone Institutional Advisory first reported a position in CBRE in Q1 2025 and held it in 4 quarters. The position peaked at $495K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,078 CBRE Group shares in Q1 2026, an estimated $495K.
  • Gladstone Institutional Advisory first reported a position in CBRE Group in Q1 2025 and held it in 4 quarters.
  • Gladstone Institutional Advisory's CBRE Group position peaked at $495K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.