Institute for Wealth Management’s CBRE Group CBRE Stock Holding History

Institute for Wealth Management’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	$25.7K	Buy	+191	New	+$26.3K	﹤0.01%	1053

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Institute for Wealth Management's CBRE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in CBRE Group (CBRE) in Q2 2026: 191 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

592 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Institute for Wealth Management held 191 shares of CBRE Group worth $25.7K as of Q2 2026.
CBRE Group was a new Institute for Wealth Management position in Q2 2026.
CBRE Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1053 holding.
592 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.