HTG Investment Advisors’s CBRE Group CBRE Stock Holding History

HTG Investment 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 Q1	$15M	Sell	110,795 -519	-0.5%	-$78.9K	4.27%	8
2025 Q4	$17.9M	Sell	111,314 -12,999	-10%	-$2.04M	5.5%	7
2025 Q3	$19.6M	Sell	124,313 -10,000	-7%	-$1.55M	6.59%	5
2025 Q2	$18.8M	Sell	134,313 -4,514	-3%	-$571K	7%	5
2025 Q1	$18.2M	Buy	138,827 +460	+0.3%	+$62.5K	7.57%	3
2024 Q4	$18.2M	Sell	138,367 -6,803	-5%	-$891K	8.31%	2
2024 Q3	$18.1M	Sell	145,170 -20,309	-12%	-$2.21M	8.53%	2
2024 Q2	$14.7M	Hold	165,479	–	–	7.95%	3
2024 Q1	$16.1M	Sell	165,479 -14,374	-8%	-$1.29M	9.33%	2
2023 Q4	$16.7M	Buy	179,853 +22,921	+15%	+$1.78M	10.93%	2
2023 Q3	$11.6M	Sell	156,932 -4,964	-3%	-$412K	9.29%	3
2023 Q2	$13.1M	Hold	161,896	–	–	10.79%	3
2023 Q1	$11.8M	Buy	161,896 +33,734	+26%	+$2.76M	10.74%	3
2022 Q4	$9.86M	Buy	+128,162	New	+$9.47M	9.98%	3

Other funds holding CBRE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HTG Investment Advisors's CBRE Position: Q1 2026 in Review

HTG Investment Advisors reduced its CBRE Group (CBRE) stake by 0.47% in Q1 2026, selling an estimated $78.9K and leaving 110,795 shares worth $15M. The position accounts for 4.27% of the portfolio, ranked #8.

HTG Investment Advisors first reported a position in CBRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.6M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

HTG Investment Advisors held 110,795 shares of CBRE Group worth $15M as of Q1 2026.
HTG Investment Advisors sold 519 CBRE Group shares in Q1 2026, an estimated $78.9K.
CBRE Group made up 4.27% of HTG Investment Advisors's portfolio in Q1 2026, its #8 holding.
HTG Investment Advisors first reported a position in CBRE Group in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's CBRE Group position peaked at $19.6M in Q3 2025.
1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.