IAAG
CBRE icon

Innovative Asset Advisors Group’s CBRE Group CBRE Stock Holding History

Innovative Asset Advisors 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
2026
Q2 		– Sell
-138
Closed -$18.7K – 395
2026
Q1 		$18.7K Buy
+138
New +$21K 0.01% 512

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 $3.37T AUM 44.26% 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

Innovative Asset Advisors Group's CBRE Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 138 shares — an estimated $18.7K sold.

Innovative Asset Advisors Group first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $18.7K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 138 CBRE Group shares in Q2 2026, an estimated $18.7K.
  • Innovative Asset Advisors Group first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's CBRE Group position peaked at $18.7K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.