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Heritage Wealth Management (Ohio)’s CBRE Group CBRE Stock Holding History

Heritage Wealth Management (Ohio)’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
-1,480
Closed -$238K – 164
2025
Q4 		$238K Hold
1,480
– – 0.07% 233
2025
Q3 		$233K Sell
1,480
-35
-2% -$5.41K 0.07% 222
2025
Q2 		$212K Buy
+1,515
New +$192K 0.07% 226
2025
Q1 		– Sell
-1,565
Closed -$205K – 230
2024
Q4 		$205K Buy
+1,565
New +$205K 0.07% 222

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 Management (Ohio)'s CBRE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,480 shares — an estimated $238K sold.

Heritage Wealth Management (Ohio) first reported a position in CBRE in Q4 2024 and held it in 4 quarters. The position peaked at $238K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,480 CBRE Group shares in Q1 2026, an estimated $238K.
  • Heritage Wealth Management (Ohio) first reported a position in CBRE Group in Q4 2024 and held it in 4 quarters.
  • Heritage Wealth Management (Ohio)'s CBRE Group position peaked at $238K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.