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CBRE icon

IMPACTfolio’s CBRE Group CBRE Stock Holding History

IMPACTfolio’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
Q1 		– Sell
-2,012
Closed -$264K – 34
2024
Q4 		$264K Sell
2,012
-148
-7% -$19.4K 0.14% 30
2024
Q3 		$269K Buy
+2,160
New +$236K 0.14% 26
2024
Q2 		– Sell
-2,109
Closed -$205K – 41
2024
Q1 		$205K Sell
2,109
-856
-29% -$76.9K 0.12% 33
2023
Q4 		$276K Buy
2,965
+106
+4% +$8.24K 0.18% 24
2023
Q3 		$211K Buy
2,859
+64
+2% +$5.31K 0.15% 39
2023
Q2 		$226K Buy
+2,795
New +$209K 0.18% 36
2022
Q4 		– Sell
-3,651
Closed -$246K – 43
2022
Q3 		$246K Sell
3,651
-104
-3% -$8.24K 0.24% 34
2022
Q2 		$276K Buy
3,755
+21
+0.6% +$1.69K 0.26% 28
2022
Q1 		$342K Buy
3,734
+233
+7% +$22.7K 0.25% 30
2021
Q4 		$380K Buy
+3,501
New +$359K 0.33% 22

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

IMPACTfolio's CBRE Position: Q1 2025 in Review

IMPACTfolio sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 2,012 shares — an estimated $264K sold.

IMPACTfolio first reported a position in CBRE in Q4 2021 and held it in 10 quarters. The position peaked at $380K in Q4 2021. 986 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • IMPACTfolio reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • IMPACTfolio sold 2,012 CBRE Group shares in Q1 2025, an estimated $264K.
  • IMPACTfolio first reported a position in CBRE Group in Q4 2021 and held it in 10 quarters.
  • IMPACTfolio's CBRE Group position peaked at $380K in Q4 2021.
  • 986 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on IMPACTfolio's 13F filing for Q1 2025, filed 25 Apr 2025.