IAA
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Independent Advisor Alliance’s CBRE Group CBRE Stock Holding History

Independent Advisor Alliance’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 		$656K Buy
4,874
+42
+0.9% +$5.79K 0.02% 581
2026
Q1 		$655K Sell
4,832
-467
-9% -$71K 0.01% 1010
2025
Q4 		$852K Buy
5,299
+477
+10% +$75K 0.02% 511
2025
Q3 		$760K Buy
4,822
+2,413
+100% +$373K 0.02% 508
2025
Q2 		$338K Buy
2,409
+252
+12% +$31.9K 0.01% 693
2025
Q1 		$282K Sell
2,157
-60
-3% -$8.15K 0.01% 669
2024
Q4 		$291K Buy
2,217
+574
+35% +$75.2K ﹤0.01% 1153
2024
Q3 		$205K Buy
+1,643
New +$179K 0.01% 657
2024
Q1 		– Sell
-3,828
Closed -$356K – 706
2023
Q4 		$356K Sell
3,828
-899
-19% -$69.9K 0.01% 507
2023
Q3 		$349K Sell
4,727
-175
-4% -$14.5K 0.02% 483
2023
Q2 		$396K Buy
4,902
+24
+0.5% +$1.8K 0.02% 474
2023
Q1 		$355K Buy
+4,878
New +$399K 0.02% 483
2022
Q4 		– Sell
-28,995
Closed -$1.96M – 452
2022
Q3 		$1.96M Buy
28,995
+1,815
+7% +$144K 0.11% 170
2022
Q2 		$2M Buy
27,180
+320
+1% +$25.8K 0.11% 166
2022
Q1 		$2.46M Buy
26,860
+1,209
+5% +$118K 0.12% 153
2021
Q4 		$2.78M Buy
25,651
+829
+3% +$84.9K 0.14% 125
2021
Q3 		$2.42M Buy
24,822
+482
+2% +$44.8K 0.13% 138
2021
Q2 		$2.09M Buy
24,340
+422
+2% +$36K 0.11% 166
2021
Q1 		$1.89M Buy
23,918
+1,208
+5% +$85.4K 0.11% 159
2020
Q4 		$1.42M Buy
22,710
+1,414
+7% +$79.9K 0.1% 162
2020
Q3 		$1M Buy
21,296
+15,836
+290% +$723K 0.08% 181
2020
Q2 		$247K Buy
+5,460
New +$235K 0.03% 391

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's CBRE Position: Q2 2026 in Review

Independent Advisor Alliance increased its CBRE Group (CBRE) stake by 0.87% in Q2 2026, buying an estimated $5.79K and bringing the position to 4,874 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #581.

Independent Advisor Alliance first reported a position in CBRE in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.78M in Q4 2021. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Independent Advisor Alliance held 4,874 shares of CBRE Group worth $656K as of Q2 2026.
  • Independent Advisor Alliance bought 42 CBRE Group shares in Q2 2026, an estimated $5.79K.
  • CBRE Group made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #581 holding.
  • Independent Advisor Alliance first reported a position in CBRE Group in Q2 2020 and has held it in 22 quarters since.
  • Independent Advisor Alliance's CBRE Group position peaked at $2.78M in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.