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
Q2 		$64.9K Hold
482
– – ﹤0.01% 310
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 $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

Heritage Wealth Advisors's CBRE Position: Q2 2026 in Review

Heritage Wealth Advisors held its CBRE Group (CBRE) position steady in Q2 2026 at 482 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Heritage Wealth Advisors first reported a position in CBRE in Q3 2019 and has held it in 28 quarters since. The position peaked at $424K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Heritage Wealth Advisors held 482 shares of CBRE Group worth $64.9K as of Q2 2026.
  • Heritage Wealth Advisors left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #310 holding.
  • Heritage Wealth Advisors first reported a position in CBRE Group in Q3 2019 and has held it in 28 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 Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.