HWA
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Heritage Wealth Advisors’s CBRE Group CBRE Stock Holding History

Heritage 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
2026
Q1 		$65.3K Sell
482
-2,155
-82% -$327K ﹤0.01% 294
2025
Q4 		$424K Hold
2,637
– – 0.02% 156
2025
Q3 		$415K Hold
2,637
– – 0.02% 143
2025
Q2 		$369K Hold
2,637
– – 0.02% 154
2025
Q1 		$345K Hold
2,637
– – 0.02% 153
2024
Q4 		$346K Sell
2,637
-43
-2% -$5.63K 0.02% 159
2024
Q3 		$334K Sell
2,680
-190
-7% -$20.7K 0.02% 169
2024
Q2 		$256K Hold
2,870
– – 0.01% 182
2024
Q1 		$279K Hold
2,870
– – 0.01% 182
2023
Q4 		$267K Hold
2,870
– – 0.01% 188
2023
Q3 		$212K Hold
2,870
– – 0.01% 197
2023
Q2 		$232K Sell
2,870
-30
-1% -$2.25K 0.01% 194
2023
Q1 		$211K Buy
2,900
+73
+3% +$5.96K 0.01% 199
2022
Q4 		$218K Buy
2,827
+672
+31% +$49.6K 0.01% 201
2022
Q3 		$145K Hold
2,155
– – 0.01% 226
2022
Q2 		$159K Hold
2,155
– – 0.01% 221
2022
Q1 		$197K Hold
2,155
– – 0.01% 196
2021
Q4 		$234K Hold
2,155
– – 0.01% 196
2021
Q3 		$210K Hold
2,155
– – 0.01% 195
2021
Q2 		$185K Hold
2,155
– – 0.01% 209
2021
Q1 		$170K Hold
2,155
– – 0.01% 216
2020
Q4 		$135K Hold
2,155
– – 0.01% 226
2020
Q3 		$101K Hold
2,155
– – 0.01% 204
2020
Q2 		$97.4K Hold
2,155
– – 0.01% 207
2020
Q1 		$81.3K Hold
2,155
– – 0.01% 211
2019
Q4 		$132K Hold
2,155
– – 0.02% 207
2019
Q3 		$114K Buy
+2,155
New +$113K 0.02% 197

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

Heritage Wealth Advisors's CBRE Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its CBRE Group (CBRE) stake by 82% in Q1 2026, selling an estimated $327K and leaving 482 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Heritage Wealth Advisors first reported a position in CBRE in Q3 2019 and has held it in 27 quarters since. The position peaked at $424K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Heritage Wealth Advisors held 482 shares of CBRE Group worth $65.3K as of Q1 2026.
  • Heritage Wealth Advisors sold 2,155 CBRE Group shares in Q1 2026, an estimated $327K.
  • CBRE Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #294 holding.
  • Heritage Wealth Advisors first reported a position in CBRE Group in Q3 2019 and has held it in 27 quarters since.
  • Heritage Wealth Advisors's CBRE Group position peaked at $424K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.