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Intentional Wealth Strategies’s CBRE Group CBRE Stock Holding History

Intentional Wealth Strategies’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
-402
Closed -$54.5K – 209
2026
Q1 		$54.5K Buy
+402
New +$61.1K 0.05% 148

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's CBRE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 402 shares — an estimated $54.5K sold.

Intentional Wealth Strategies first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $54.5K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 402 CBRE Group shares in Q2 2026, an estimated $54.5K.
  • Intentional Wealth Strategies first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's CBRE Group position peaked at $54.5K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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