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Global Financial Private Client’s CBRE Group CBRE Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-65
Closed -$8.5K – 437
2025
Q1 		$8.5K Buy
65
+19
+41% +$2.58K ﹤0.01% 603
2024
Q4 		$6.04K Buy
46
+7
+18% +$917 ﹤0.01% 623
2024
Q3 		$4.86K Buy
+39
New +$4.25K ﹤0.01% 642

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Global Financial Private Client's CBRE Position: Q2 2025 in Review

Global Financial Private Client sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 65 shares — an estimated $8.5K sold.

Global Financial Private Client first reported a position in CBRE in Q3 2024 and held it in 3 quarters. The position peaked at $8.5K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Global Financial Private Client reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 65 CBRE Group shares in Q2 2025, an estimated $8.5K.
  • Global Financial Private Client first reported a position in CBRE Group in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's CBRE Group position peaked at $8.5K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.