Jackson Thornton Wealth Management’s CBRE Group CBRE Stock Holding History

Jackson Thornton Wealth Management’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	$260K	Buy	+1,930	New	+$266K	0.02%	335

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Thornton Wealth Management's CBRE Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in CBRE Group (CBRE) in Q2 2026: 1,930 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings.

1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Jackson Thornton Wealth Management held 1,930 shares of CBRE Group worth $260K as of Q2 2026.
CBRE Group was a new Jackson Thornton Wealth Management position in Q2 2026.
CBRE Group made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #335 holding.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.