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Grey Fox Wealth Advisors’s CBRE Group CBRE Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-3
Closed -$473 – 199
2025
Q3 		$473 Buy
+3
New +$464 ﹤0.01% 604
2023
Q2 		– Sell
-3
Closed -$218 – 162
2023
Q1 		$218 Hold
3
– – ﹤0.01% 513
2022
Q4 		$231 Buy
+3
New +$222 ﹤0.01% 381

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Grey Fox Wealth Advisors's CBRE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 3 shares — an estimated $473 sold.

Grey Fox Wealth Advisors first reported a position in CBRE in Q4 2022 and held it in 3 quarters. The position peaked at $473 in Q3 2025. 1,107 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 3 CBRE Group shares in Q4 2025, an estimated $473.
  • Grey Fox Wealth Advisors first reported a position in CBRE Group in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's CBRE Group position peaked at $473 in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.