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HHM Wealth Advisors’s CBRE Group CBRE Stock Holding History

HHM 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
2025
Q3 		– Sell
-14
Closed -$1.96K – 866
2025
Q2 		$1.96K Hold
14
– – ﹤0.01% 767
2025
Q1 		$1.83K Hold
14
– – ﹤0.01% 767
2024
Q4 		$1.84K Buy
+14
New +$1.83K ﹤0.01% 761

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HHM Wealth Advisors's CBRE Position: Q3 2025 in Review

HHM Wealth Advisors sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 14 shares — an estimated $1.96K sold.

HHM Wealth Advisors first reported a position in CBRE in Q4 2024 and held it in 3 quarters. The position peaked at $1.96K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • HHM Wealth Advisors reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 14 CBRE Group shares in Q3 2025, an estimated $1.96K.
  • HHM Wealth Advisors first reported a position in CBRE Group in Q4 2024 and held it in 3 quarters.
  • HHM Wealth Advisors's CBRE Group position peaked at $1.96K in Q2 2025.
  • 1,062 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.