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 Q2	$341K	Sell	2,529 -841	-25%	-$116K	0.01%	975
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 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

IHT Wealth Management's CBRE Position: Q2 2026 in Review

IHT Wealth Management reduced its CBRE Group (CBRE) stake by 25% in Q2 2026, selling an estimated $116K and leaving 2,529 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #975.

IHT Wealth Management first reported a position in CBRE in Q4 2016 and has held it in 7 quarters since. The position peaked at $457K in Q1 2026. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

IHT Wealth Management held 2,529 shares of CBRE Group worth $341K as of Q2 2026.
IHT Wealth Management sold 841 CBRE Group shares in Q2 2026, an estimated $116K.
CBRE Group made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #975 holding.
IHT Wealth Management first reported a position in CBRE Group in Q4 2016 and has held it in 7 quarters since.
IHT Wealth Management's CBRE Group position peaked at $457K in Q1 2026.
1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.