Jackson Grant Investment Advisers’s CBRE Group CBRE Stock Holding History

Jackson Grant Investment Advisers’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	$5.93K	Hold	44	–	–	﹤0.01%	348
2026 Q1	$5.96K	Hold	44	–	–	﹤0.01%	337
2025 Q4	$7.08K	Hold	44	–	–	﹤0.01%	323
2025 Q3	$6.93K	Hold	44	–	–	﹤0.01%	323
2025 Q2	$6.17K	Hold	44	–	–	﹤0.01%	296
2025 Q1	$5.75K	Hold	44	–	–	﹤0.01%	296
2024 Q4	$5.78K	Hold	44	–	–	﹤0.01%	304
2024 Q3	$5.48K	Hold	44	–	–	﹤0.01%	309
2024 Q2	$3.92K	Hold	44	–	–	﹤0.01%	334
2024 Q1	$4.28K	Hold	44	–	–	﹤0.01%	312
2023 Q4	$4.1K	Sell	44 -89	-67%	-$6.92K	﹤0.01%	305
2023 Q3	$9.82K	Hold	133	–	–	﹤0.01%	256
2023 Q2	$10.7K	Sell	133 -375	-74%	-$28.1K	0.01%	256
2023 Q1	$37K	Buy	508 +14	+3%	+$1.14K	0.02%	203
2022 Q4	$38K	Hold	494	–	–	0.02%	201
2022 Q3	$33K	Hold	494	–	–	0.02%	219
2022 Q2	$36K	Hold	494	–	–	0.02%	218
2022 Q1	$45K	Hold	494	–	–	0.02%	216
2021 Q4	$54K	Hold	494	–	–	0.03%	163
2021 Q3	$48K	Hold	494	–	–	0.02%	208
2021 Q2	$42K	Buy	494 +24	+5%	+$2.05K	0.02%	221
2021 Q1	$37K	Buy	470 +109	+30%	+$7.71K	0.02%	225
2020 Q4	$23K	Buy	+361	New	+$20.4K	0.01%	245

Other funds holding CBRE

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Jackson Grant Investment Advisers's CBRE Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its CBRE Group (CBRE) position steady in Q2 2026 at 44 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Jackson Grant Investment Advisers first reported a position in CBRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $54K in Q4 2021. 374 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Jackson Grant Investment Advisers held 44 shares of CBRE Group worth $5.93K as of Q2 2026.
Jackson Grant Investment Advisers left its CBRE Group share count unchanged in Q2 2026.
CBRE Group made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #348 holding.
Jackson Grant Investment Advisers first reported a position in CBRE Group in Q4 2020 and has held it in 23 quarters since.
Jackson Grant Investment Advisers's CBRE Group position peaked at $54K in Q4 2021.
374 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.