IMG Wealth Management’s CBRE Group CBRE Stock Holding History

IMG 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	–	Sell	-44	Closed	-$7.08K	–	527
2025 Q4	$7.08K	Buy	44 +17	+63%	+$2.67K	﹤0.01%	374
2025 Q3	$4.25K	Hold	27	–	–	﹤0.01%	367
2025 Q2	$3.78K	Buy	+27	New	+$3.41K	﹤0.01%	380

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

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

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

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

IMG Wealth Management sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 44 shares — an estimated $7.08K sold.

IMG Wealth Management first reported a position in CBRE in Q2 2025 and held it in 3 quarters. The position peaked at $7.08K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

IMG Wealth Management reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 44 CBRE Group shares in Q1 2026, an estimated $7.08K.
IMG Wealth Management first reported a position in CBRE Group in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's CBRE Group position peaked at $7.08K in Q4 2025.
1,081 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

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