Hoertkorn Richard Charles’s CBRE Group CBRE Stock Holding History

Hoertkorn Richard Charles’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	$738K	Sell	6,060 -50	-0.8%	-$6.89K	0.49%	28
2026 Q1	$726K	Sell	6,110 -3,245	-35%	-$493K	0.6%	29
2025 Q4	$1.37M	Sell	9,355 -500	-5%	-$78.6K	0.53%	29
2025 Q3	$1.43M	Sell	9,855 -752	-7%	-$116K	0.55%	29
2025 Q2	$1.39M	Hold	10,607	–	–	0.59%	29
2025 Q1	$1.3M	Sell	10,607 -2,000	-16%	-$272K	0.6%	29
2024 Q4	$1.57M	Sell	12,607 -1,020	-7%	-$134K	0.65%	28
2024 Q3	$1.64M	Sell	13,627 -666	-5%	-$72.6K	0.71%	28
2024 Q2	$1.24M	Sell	14,293 -2,967	-17%	-$263K	0.54%	29
2024 Q1	$1.62M	Hold	17,260	–	–	0.7%	28
2023 Q4	$1.56M	Hold	17,260	–	–	0.7%	27
2023 Q3	$1.25M	Hold	17,260	–	–	0.63%	29
2023 Q2	$1.35M	Sell	17,260 -500	-3%	-$37.4K	0.65%	29
2023 Q1	$1.26M	Sell	17,760 -400	-2%	-$32.7K	0.65%	29
2022 Q4	$1.35M	Sell	18,160 -150	-0.8%	-$11.1K	0.72%	28
2022 Q3	$1.19M	Sell	18,310 -2,400	-12%	-$190K	0.68%	29
2022 Q2	$1.47M	Sell	20,710 -200	-1%	-$16.1K	0.81%	26
2022 Q1	$1.85M	Sell	20,910 -200	-0.9%	-$19.5K	0.81%	25
2021 Q4	$2.22M	Sell	21,110 -150	-0.7%	-$15.4K	0.9%	23
2021 Q3	$2.01M	Sell	21,260 -450	-2%	-$41.8K	0.9%	24
2021 Q2	$1.81M	Sell	21,710 -850	-4%	-$72.6K	0.81%	26
2021 Q1	$1.74M	Sell	22,560 -300	-1%	-$21.2K	0.86%	25
2020 Q4	$1.4M	Sell	22,860 -300	-1%	-$17K	0.77%	28
2020 Q3	$1.07M	Hold	23,160	–	–	0.71%	27
2020 Q2	$1.01M	Buy	23,160 +1,165	+5%	+$50.2K	0.69%	28
2020 Q1	$829K	Sell	21,995 -400	-2%	-$22.1K	0.68%	28
2019 Q4	$1.37M	Hold	22,395	–	–	0.85%	27
2019 Q3	$1.19M	Hold	22,395	–	–	0.77%	27
2019 Q2	$1.15M	Sell	22,395 -1,400	-6%	-$69.6K	0.76%	30
2019 Q1	$1.18M	Sell	23,795 -900	-4%	-$42.3K	0.78%	30
2018 Q4	$989K	Sell	24,695 -1,050	-4%	-$43.4K	0.7%	32
2018 Q3	$1.14M	Sell	25,745 -350	-1%	-$16.7K	0.67%	32
2018 Q2	$1.25M	Sell	26,095 -400	-2%	-$18.9K	0.76%	31
2018 Q1	$1.25M	Sell	26,495 -250	-0.9%	-$11.4K	0.77%	31
2017 Q4	$1.16M	Sell	26,745 -1,400	-5%	-$58K	0.69%	35
2017 Q3	$1.07M	Sell	28,145 -1,300	-4%	-$47.8K	0.68%	37
2017 Q2	$1.07M	Hold	29,445	–	–	0.71%	35
2017 Q1	$1.02M	Hold	29,445	–	–	0.68%	38
2016 Q4	$927K	Hold	29,445	–	–	0.64%	40
2016 Q3	$824K	Buy	29,445 +3,750	+15%	+$107K	0.64%	40
2016 Q2	$680K	Buy	25,695 +1,000	+4%	+$29.2K	0.54%	40
2016 Q1	$712K	Buy	24,695 +1,350	+6%	+$37.1K	0.57%	41
2015 Q4	$807K	Sell	23,345 -150	-0.6%	-$5.29K	0.61%	41
2015 Q3	$749K	Hold	23,495	–	–	0.59%	39
2015 Q2	$869K	Sell	23,495 -500	-2%	-$19K	0.65%	38
2015 Q1	$929K	Hold	23,995	–	–	0.69%	38
2014 Q4	$822K	Buy	23,995 +500	+2%	+$16K	0.58%	38
2014 Q3	$699K	Buy	23,495 +500	+2%	+$15.7K	0.52%	38
2014 Q2	$737K	Buy	22,995 +9,400	+69%	+$271K	0.55%	38
2014 Q1	$373K	Buy	13,595 +4,225	+45%	+$114K	0.29%	42
2013 Q4	$246K	Buy	+9,370	New	+$223K	0.19%	43

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Hoertkorn Richard Charles's CBRE Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its CBRE Group (CBRE) stake by 0.82% in Q2 2026, selling an estimated $6.89K and leaving 6,060 shares worth $738K. The position accounts for 0.49% of the portfolio, ranked #28.

Hoertkorn Richard Charles first reported a position in CBRE in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.22M in Q4 2021. 216 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Hoertkorn Richard Charles held 6,060 shares of CBRE Group worth $738K as of Q2 2026.
Hoertkorn Richard Charles sold 50 CBRE Group shares in Q2 2026, an estimated $6.89K.
CBRE Group made up 0.49% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #28 holding.
Hoertkorn Richard Charles first reported a position in CBRE Group in Q4 2013 and has held it in 51 quarters since.
Hoertkorn Richard Charles's CBRE Group position peaked at $2.22M in Q4 2021.
216 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.