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Independent Financial Group’s CBRE Group CBRE Stock Holding History

Independent Financial Group’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
-4,488
Closed -$589K – 1193
2024
Q4 		$589K Buy
+4,488
New +$588K 0.02% 636

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 $5.68B AUM 26.72% 1-Year Est. Return

Independent Financial Group's CBRE Position: Q1 2025 in Review

Independent Financial Group sold out of CBRE Group (CBRE) in Q1 2025, closing a stake of 4,488 shares — an estimated $589K sold.

Independent Financial Group first reported a position in CBRE in Q4 2024 and held it in 1 quarter. The position peaked at $589K in Q4 2024. 985 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Independent Financial Group reported no remaining CBRE Group position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 4,488 CBRE Group shares in Q1 2025, an estimated $589K.
  • Independent Financial Group first reported a position in CBRE Group in Q4 2024 and held it in 1 quarter.
  • Independent Financial Group's CBRE Group position peaked at $589K in Q4 2024.
  • 985 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.