IRON Financial’s CBRE Group CBRE Stock Holding History

IRON Financial’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
2025 Q3	–	Sell	-1,471	Closed	-$206K	–	143
2025 Q2	$206K	Buy	+1,471	New	+$186K	0.11%	121

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IRON Financial's CBRE Position: Q3 2025 in Review

IRON Financial sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 1,471 shares — an estimated $206K sold.

IRON Financial first reported a position in CBRE in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

IRON Financial reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
IRON Financial sold 1,471 CBRE Group shares in Q3 2025, an estimated $206K.
IRON Financial first reported a position in CBRE Group in Q2 2025 and held it in 1 quarter.
IRON Financial's CBRE Group position peaked at $206K in Q2 2025.
1,063 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on IRON Financial's 13F filing for Q3 2025, filed 24 Oct 2025.