Heck Capital Advisors’s CBRE Group CBRE Stock Holding History

Heck Capital 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 Q1	–	Sell	-20	Closed	-$2.63K	–	322
2024 Q4	$2.63K	Buy	+20	New	+$2.62K	﹤0.01%	619

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Heck Capital Advisors's CBRE Position: Q1 2025 in Review

Heck Capital Advisors sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 20 shares — an estimated $2.63K sold.

Heck Capital Advisors first reported a position in CBRE in Q4 2024 and held it in 1 quarter. The position peaked at $2.63K in Q4 2024. 990 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

Heck Capital Advisors reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 CBRE Group shares in Q1 2025, an estimated $2.63K.
Heck Capital Advisors first reported a position in CBRE Group in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's CBRE Group position peaked at $2.63K in Q4 2024.
990 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.