Icon Wealth Advisors’s CBRE Group CBRE Stock Holding History

Icon 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 Q4	–	Sell	-1,243	Closed	-$196K	–	414
2025 Q3	$196K	Buy	1,243 +294	+31%	+$45.5K	0.01%	368
2025 Q2	$133K	Buy	+949	New	+$120K	0.01%	448

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Icon Wealth Advisors's CBRE Position: Q4 2025 in Review

Icon Wealth Advisors sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 1,243 shares — an estimated $196K sold.

Icon Wealth Advisors first reported a position in CBRE in Q2 2025 and held it in 2 quarters. The position peaked at $196K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

Icon Wealth Advisors reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,243 CBRE Group shares in Q4 2025, an estimated $196K.
Icon Wealth Advisors first reported a position in CBRE Group in Q2 2025 and held it in 2 quarters.
Icon Wealth Advisors's CBRE Group position peaked at $196K in Q3 2025.
1,112 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.