Impact Partnership Wealth’s CBRE Group CBRE Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-4,722	Closed	-$618K	–	304
2025 Q1	$618K	Buy	+4,722	New	+$642K	0.13%	85

Other funds holding CBRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's CBRE Position: Q2 2025 in Review

Impact Partnership Wealth sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 4,722 shares — an estimated $618K sold.

Impact Partnership Wealth first reported a position in CBRE in Q1 2025 and held it in 1 quarter. The position peaked at $618K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

Impact Partnership Wealth reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
Impact Partnership Wealth sold 4,722 CBRE Group shares in Q2 2025, an estimated $618K.
Impact Partnership Wealth first reported a position in CBRE Group in Q1 2025 and held it in 1 quarter.
Impact Partnership Wealth's CBRE Group position peaked at $618K in Q1 2025.
1,013 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.