HHGA
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Halbert Hargrove Global Advisors’s CBRE Group CBRE Stock Holding History

Halbert Hargrove Global 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
2026
Q2 		$807 Buy
+6
New +$827 ﹤0.01% 466
2026
Q1 		– Sell
-1
Closed -$203 – 373
2025
Q4 		$203 Buy
+1
New +$157 ﹤0.01% 352

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's CBRE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in CBRE Group (CBRE) in Q2 2026: 6 shares worth $807. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in CBRE as recently as Q4 2025.

Halbert Hargrove Global Advisors first reported a position in CBRE in Q4 2025 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 6 shares of CBRE Group worth $807 as of Q2 2026.
  • CBRE Group was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #466 holding.
  • Halbert Hargrove Global Advisors first reported a position in CBRE Group in Q4 2025 and has held it in 2 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.