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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's CBRE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CBRE Group (CBRE) stake by 140% in Q1 2026, buying an estimated $341K and bringing the position to 3,848 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Integrated Wealth Concepts first reported a position in CBRE in Q2 2022 and has held it in 9 quarters since. The position peaked at $532K in Q4 2022. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Integrated Wealth Concepts held 3,848 shares of CBRE Group worth $521K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,245 CBRE Group shares in Q1 2026, an estimated $341K.
  • CBRE Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1518 holding.
  • Integrated Wealth Concepts first reported a position in CBRE Group in Q2 2022 and has held it in 9 quarters since.
  • Integrated Wealth Concepts's CBRE Group position peaked at $532K in Q4 2022.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.