IWM
CBRE icon

IHT Wealth Management’s CBRE Group CBRE Stock Holding History

IHT Wealth Management’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 		$457K Buy
3,370
+1,903
+130% +$289K 0.01% 857
2025
Q4 		$236K Sell
1,467
-17
-1% -$2.67K 0.01% 1059
2025
Q3 		$234K Sell
1,484
-80
-5% -$12.4K 0.01% 1053
2025
Q2 		$219K Buy
+1,564
New +$198K 0.01% 1047
2025
Q1 		– Sell
-1,531
Closed -$201K – 1096
2024
Q4 		$201K Buy
+1,531
New +$200K 0.01% 1021
2017
Q1 		– Sell
-163
Closed -$5K – 1272
2016
Q4 		$5K Buy
+163
New +$4.72K ﹤0.01% 906

Other funds holding CBRE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IHT Wealth Management's CBRE Position: Q1 2026 in Review

IHT Wealth Management increased its CBRE Group (CBRE) stake by 130% in Q1 2026, buying an estimated $289K and bringing the position to 3,370 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #857.

IHT Wealth Management first reported a position in CBRE in Q4 2016 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • IHT Wealth Management held 3,370 shares of CBRE Group worth $457K as of Q1 2026.
  • IHT Wealth Management bought 1,903 CBRE Group shares in Q1 2026, an estimated $289K.
  • CBRE Group made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #857 holding.
  • IHT Wealth Management first reported a position in CBRE Group in Q4 2016 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.