IFP Advisors
CBRE icon

IFP Advisors’s CBRE Group CBRE Stock Holding History

IFP 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
Q3 		$392K Sell
3,055
-263
-8% -$37.7K 0.01% 1184
2026
Q2 		$447K Buy
3,318
+150
+5% +$20.7K 0.01% 1099
2026
Q1 		$429K Buy
3,168
+990
+45% +$150K 0.01% 1032
2025
Q4 		$350K Buy
2,178
+92
+4% +$14.5K 0.01% 1086
2025
Q3 		$329K Buy
2,086
+1,013
+94% +$157K 0.01% 1046
2025
Q2 		$264K Sell
1,073
-123
-10% -$15.6K 0.01% 1124
2025
Q1 		$156K Sell
1,196
-7
-0.6% -$951 ﹤0.01% 1292
2024
Q4 		$158K Buy
1,203
+100
+9% +$13.1K 0.01% 1247
2024
Q3 		$137K Buy
1,103
+57
+5% +$6.22K ﹤0.01% 1271
2024
Q2 		$93.2K Buy
1,046
+236
+29% +$20.9K ﹤0.01% 1399
2024
Q1 		$78.8K Sell
810
-357
-31% -$32.1K ﹤0.01% 1391
2023
Q4 		$109K Buy
1,167
+182
+18% +$14.1K 0.01% 1209
2023
Q3 		$72.8K Hold
985
– – ﹤0.01% 1410
2023
Q2 		$79.5K Sell
985
-15
-2% -$1.12K ﹤0.01% 1418
2023
Q1 		$46.1K Sell
1,000
-224
-18% -$18.3K ﹤0.01% 1620
2022
Q4 		$80K Sell
1,224
-562
-31% -$41.5K ﹤0.01% 1892
2022
Q3 		$107K Buy
1,786
+428
+32% +$33.9K ﹤0.01% 1807
2022
Q2 		$84K Hold
1,358
– – ﹤0.01% 1806
2022
Q1 		$84K Buy
1,358
+584
+75% +$56.9K ﹤0.01% 1806
2021
Q4 		$85K Buy
774
+44
+6% +$4.51K ﹤0.01% 1332
2021
Q3 		$73K Buy
730
+7
+1% +$650 ﹤0.01% 1426
2021
Q2 		$62K Buy
723
+45
+7% +$3.84K ﹤0.01% 1423
2021
Q1 		$53K Sell
678
-248
-27% -$17.5K ﹤0.01% 1446
2020
Q4 		$59K Sell
926
-48
-5% -$2.71K ﹤0.01% 1371
2020
Q3 		$45K Sell
974
-46
-5% -$2.1K ﹤0.01% 1324
2020
Q2 		$45K Sell
1,020
-28
-3% -$1.21K ﹤0.01% 1263
2020
Q1 		$42K Buy
1,048
+174
+20% +$9.6K ﹤0.01% 1199
2019
Q4 		$53K Sell
874
-92
-10% -$5.1K ﹤0.01% 1224
2019
Q3 		$50K Buy
+966
New +$50.8K ﹤0.01% 1368
2019
Q1 		$37K Sell
746
-1,410
-65% -$66.2K 0.01% 1090
2018
Q4 		$86K Sell
2,156
-1,824
-46% -$75.4K 0.01% 1280
2018
Q3 		$176K Sell
3,980
-60
-1% -$2.86K 0.01% 1145
2018
Q2 		$193K Buy
4,040
+734
+22% +$34.7K 0.01% 1083
2018
Q1 		$143K Hold
3,306
– – 0.01% 1159
2017
Q4 		$143K Buy
3,306
+30
+0.9% +$1.24K 0.01% 1166
2017
Q3 		$124K Sell
3,276
-331
-9% -$12.2K ﹤0.01% 1423
2017
Q2 		$131K Sell
3,607
-57
-2% -$1.98K 0.01% 1381
2017
Q1 		$127K Sell
3,664
-44
-1% -$1.47K 0.01% 1363
2016
Q4 		$117K Buy
3,708
+28
+0.8% +$811 0.01% 1351
2016
Q3 		$103K Buy
3,680
+1
+0% +$29 0.01% 1340
2016
Q2 		$97K Buy
3,679
+2,933
+393% +$85.8K 0.01% 1353
2016
Q1 		$37K Sell
746
-3,713
-83% -$102K 0.01% 1094
2015
Q4 		$154K Buy
+4,459
New +$157K 0.01% 958

Other funds holding CBRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

IFP Advisors's CBRE Position: Q3 2026 in Review

IFP Advisors reduced its CBRE Group (CBRE) stake by 7.9% in Q3 2026, selling an estimated $37.7K and leaving 3,055 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1184.

IFP Advisors first reported a position in CBRE in Q4 2015 and has held it in 43 quarters since. The position peaked at $447K in Q2 2026. 597 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • IFP Advisors held 3,055 shares of CBRE Group worth $392K as of Q3 2026.
  • IFP Advisors sold 263 CBRE Group shares in Q3 2026, an estimated $37.7K.
  • CBRE Group made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1184 holding.
  • IFP Advisors first reported a position in CBRE Group in Q4 2015 and has held it in 43 quarters since.
  • IFP Advisors's CBRE Group position peaked at $447K in Q2 2026.
  • 597 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.