HWM
CBRE icon

HB Wealth Management’s CBRE Group CBRE Stock Holding History

HB Wealth Management’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 		$5.49M Sell
40,765
-2,460
-6% -$339K 0.03% 259
2026
Q1 		$5.86M Sell
43,225
-1,434
-3% -$218K 0.04% 233
2025
Q4 		$7.18M Buy
44,659
+1,721
+4% +$271K 0.05% 202
2025
Q3 		$6.77M Buy
42,938
+953
+2% +$147K 0.05% 209
2025
Q2 		$5.88M Buy
41,985
+3,716
+10% +$470K 0.05% 201
2025
Q1 		$5M Buy
38,269
+32,443
+557% +$4.41M 0.04% 232
2024
Q4 		$765K Sell
5,826
-264
-4% -$34.6K 0.01% 481
2024
Q3 		$758K Buy
6,090
+923
+18% +$101K 0.01% 452
2024
Q2 		$460K Buy
5,167
+1,392
+37% +$124K 0.01% 566
2024
Q1 		$367K Buy
3,775
+191
+5% +$17.2K ﹤0.01% 589
2023
Q4 		$334K Sell
3,584
-1,730
-33% -$134K ﹤0.01% 572
2023
Q3 		$392K Buy
5,314
+192
+4% +$15.9K 0.01% 497
2023
Q2 		$413K Buy
5,122
+89
+2% +$6.66K 0.01% 463
2023
Q1 		$366K Sell
5,033
-440
-8% -$35.9K 0.01% 490
2022
Q4 		$421K Buy
5,473
+869
+19% +$64.2K 0.01% 433
2022
Q3 		$311K Buy
4,604
+502
+12% +$39.8K 0.01% 430
2022
Q2 		$302K Sell
4,102
-224
-5% -$18K 0.01% 438
2022
Q1 		$396K Buy
4,326
+991
+30% +$96.6K 0.01% 388
2021
Q4 		$362K Buy
+3,335
New +$342K 0.01% 355

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

HB Wealth Management's CBRE Position: Q2 2026 in Review

HB Wealth Management reduced its CBRE Group (CBRE) stake by 5.7% in Q2 2026, selling an estimated $339K and leaving 40,765 shares worth $5.49M. The position accounts for 0.03% of the portfolio, ranked #259.

HB Wealth Management first reported a position in CBRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.18M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • HB Wealth Management held 40,765 shares of CBRE Group worth $5.49M as of Q2 2026.
  • HB Wealth Management sold 2,460 CBRE Group shares in Q2 2026, an estimated $339K.
  • CBRE Group made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #259 holding.
  • HB Wealth Management first reported a position in CBRE Group in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's CBRE Group position peaked at $7.18M in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.