HBT
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Heartland Bank & Trust’s CBRE Group CBRE Stock Holding History

Heartland Bank & Trust’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
Q1 		– Sell
-1,357
Closed -$218K – 207
2025
Q4 		$218K Sell
1,357
-26
-2% -$4.09K 0.09% 147
2025
Q3 		$218K Buy
+1,383
New +$214K 0.09% 163
2025
Q2 		– Sell
-2,250
Closed -$294K – 168
2025
Q1 		$294K Buy
2,250
+347
+18% +$47.2K 0.15% 138
2024
Q4 		$250K Sell
1,903
-72
-4% -$9.43K 0.14% 130
2024
Q3 		$246K Buy
+1,975
New +$215K 0.13% 144
2022
Q4 		– Sell
-4,498
Closed -$304K – 128
2022
Q3 		$304K Buy
4,498
+91
+2% +$7.21K 0.29% 104
2022
Q2 		$324K Buy
4,407
+62
+1% +$4.99K 0.29% 107
2022
Q1 		$398K Sell
4,345
-594
-12% -$57.9K 0.3% 107
2021
Q4 		$536K Buy
4,939
+66
+1% +$6.76K 0.4% 75
2021
Q3 		$474K Buy
4,873
+294
+6% +$27.3K 0.41% 74
2021
Q2 		$393K Buy
+4,579
New +$391K 0.36% 77

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heartland Bank & Trust's CBRE Position: Q1 2026 in Review

Heartland Bank & Trust sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,357 shares — an estimated $218K sold.

Heartland Bank & Trust first reported a position in CBRE in Q2 2021 and held it in 11 quarters. The position peaked at $536K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Heartland Bank & Trust reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Heartland Bank & Trust sold 1,357 CBRE Group shares in Q1 2026, an estimated $218K.
  • Heartland Bank & Trust first reported a position in CBRE Group in Q2 2021 and held it in 11 quarters.
  • Heartland Bank & Trust's CBRE Group position peaked at $536K in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.