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Jacobi Capital Management’s CBRE Group CBRE Stock Holding History

Jacobi Capital 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 		$1.08M Buy
7,988
+223
+3% +$30.7K 0.05% 298
2026
Q1 		$1.05M Buy
7,765
+348
+5% +$52.9K 0.06% 288
2025
Q4 		$1.19M Buy
7,417
+126
+2% +$19.8K 0.07% 254
2025
Q3 		$1.15M Sell
7,291
-51
-0.7% -$7.89K 0.07% 259
2025
Q2 		$1.03M Buy
7,342
+273
+4% +$34.5K 0.07% 267
2025
Q1 		$924K Buy
7,069
+433
+7% +$58.8K 0.07% 260
2024
Q4 		$871K Buy
+6,636
New +$869K 0.07% 269

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jacobi Capital Management's CBRE Position: Q2 2026 in Review

Jacobi Capital Management increased its CBRE Group (CBRE) stake by 2.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 7,988 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #298.

Jacobi Capital Management first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Jacobi Capital Management held 7,988 shares of CBRE Group worth $1.08M as of Q2 2026.
  • Jacobi Capital Management bought 223 CBRE Group shares in Q2 2026, an estimated $30.7K.
  • CBRE Group made up 0.05% of Jacobi Capital Management's portfolio in Q2 2026, its #298 holding.
  • Jacobi Capital Management first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • Jacobi Capital Management's CBRE Group position peaked at $1.19M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.