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GLOBALT Investments’s CBRE Group CBRE Stock Holding History

GLOBALT Investments’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
Q2 		$675K Buy
5,014
+6
+0.1% +$827 0.02% 167
2026
Q1 		$678K Buy
5,008
+605
+14% +$91.9K 0.02% 165
2025
Q4 		$708K Buy
+4,403
New +$692K 0.03% 150

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GLOBALT Investments's CBRE Position: Q2 2026 in Review

GLOBALT Investments increased its CBRE Group (CBRE) stake by 0.12% in Q2 2026, buying an estimated $827 and bringing the position to 5,014 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #167.

GLOBALT Investments first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $708K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • GLOBALT Investments held 5,014 shares of CBRE Group worth $675K as of Q2 2026.
  • GLOBALT Investments bought 6 CBRE Group shares in Q2 2026, an estimated $827.
  • CBRE Group made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #167 holding.
  • GLOBALT Investments first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • GLOBALT Investments's CBRE Group position peaked at $708K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.