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 Q2	$14.9M	Hold	110,795	–	–	3.83%	9
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HTG Investment Advisors's CBRE Position: Q2 2026 in Review

HTG Investment Advisors held its CBRE Group (CBRE) position steady in Q2 2026 at 110,795 shares worth $14.9M. The position accounts for 3.83% of the portfolio, ranked #9.

HTG Investment Advisors first reported a position in CBRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.6M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

HTG Investment Advisors held 110,795 shares of CBRE Group worth $14.9M as of Q2 2026.
HTG Investment Advisors left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up 3.83% of HTG Investment Advisors's portfolio in Q2 2026, its #9 holding.
HTG Investment Advisors first reported a position in CBRE Group in Q4 2022 and has held it in 15 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 Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.