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Integrated Wealth Concepts’s CBRE Group CBRE Stock Holding History

Integrated Wealth Concepts’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 		$1.2M Buy
8,941
+5,093
+132% +$702K 0.01% 1100
2026
Q1 		$521K Buy
3,848
+2,245
+140% +$341K ﹤0.01% 1518
2025
Q4 		$258K Sell
1,603
-1,386
-46% -$218K ﹤0.01% 1385
2025
Q3 		$471K Buy
2,989
+1,152
+63% +$178K ﹤0.01% 1380
2025
Q2 		$257K Sell
1,837
-1,211
-40% -$153K ﹤0.01% 1631
2025
Q1 		$399K Sell
3,048
-295
-9% -$40.1K ﹤0.01% 1256
2024
Q4 		$439K Buy
3,343
+1,669
+100% +$219K 0.01% 1188
2024
Q3 		$208K Buy
+1,674
New +$183K ﹤0.01% 1542
2023
Q1 		– Sell
-6,908
Closed -$532K – 1353
2022
Q4 		$532K Buy
+6,908
New +$510K 0.01% 647
2022
Q3 		– Sell
-4,359
Closed -$321K – 956
2022
Q2 		$321K Buy
+4,359
New +$351K 0.01% 738

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

Integrated Wealth Concepts's CBRE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its CBRE Group (CBRE) stake by 132% in Q2 2026, buying an estimated $702K and bringing the position to 8,941 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1100.

Integrated Wealth Concepts first reported a position in CBRE in Q2 2022 and has held it in 10 quarters since. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Integrated Wealth Concepts held 8,941 shares of CBRE Group worth $1.2M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,093 CBRE Group shares in Q2 2026, an estimated $702K.
  • CBRE Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1100 holding.
  • Integrated Wealth Concepts first reported a position in CBRE Group in Q2 2022 and has held it in 10 quarters since.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.