HAG
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HighPoint Advisor Group’s CBRE Group CBRE Stock Holding History

HighPoint Advisor Group’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
-2,816
Closed -$453K – 708
2025
Q4 		$453K Sell
2,816
-194
-6% -$30.5K 0.01% 694
2025
Q3 		$474K Sell
3,010
-120
-4% -$18.6K 0.02% 405
2025
Q2 		$439K Buy
3,130
+7
+0.2% +$885 0.02% 409
2025
Q1 		$380K Sell
3,123
-136
-4% -$18.5K 0.02% 422
2024
Q4 		$462K Buy
3,259
+119
+4% +$15.6K 0.03% 393
2024
Q3 		$409K Buy
3,140
+36
+1% +$3.92K 0.02% 402
2024
Q2 		$348K Sell
3,104
-4
-0.1% -$355 0.02% 429
2024
Q1 		$274K Buy
3,108
+93
+3% +$8.35K 0.02% 493
2023
Q4 		$289K Buy
+3,015
New +$234K 0.02% 482
2022
Q2 		$265K Buy
+3,518
New +$283K 0.03% 417
2021
Q3 		$306K Sell
3,148
-77
-2% -$7.16K 0.03% 400
2021
Q2 		$276K Buy
3,225
+478
+17% +$40.8K 0.03% 415
2021
Q1 		$221K Buy
+2,747
New +$194K 0.03% 435
2019
Q4 		– Sell
-2,613
Closed -$143K – 386
2019
Q3 		$143K Sell
2,613
-15
-0.6% -$789 0.03% 376
2019
Q2 		$137K Buy
+2,628
New +$131K 0.03% 377

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighPoint Advisor Group's CBRE Position: Q1 2026 in Review

HighPoint Advisor Group sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 2,816 shares — an estimated $453K sold.

HighPoint Advisor Group first reported a position in CBRE in Q2 2019 and held it in 15 quarters. The position peaked at $474K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • HighPoint Advisor Group reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 2,816 CBRE Group shares in Q1 2026, an estimated $453K.
  • HighPoint Advisor Group first reported a position in CBRE Group in Q2 2019 and held it in 15 quarters.
  • HighPoint Advisor Group's CBRE Group position peaked at $474K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.