JWA
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JFS Wealth Advisors’s CBRE Group CBRE Stock Holding History

JFS Wealth Advisors’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 		$22.2K Sell
165
-4
-2% -$551 ﹤0.01% 747
2026
Q1 		$22.9K Hold
169
– – ﹤0.01% 702
2025
Q4 		$27.2K Buy
169
+42
+33% +$6.6K ﹤0.01% 666
2025
Q3 		$20K Hold
127
– – ﹤0.01% 697
2025
Q2 		$17.8K Buy
127
+4
+3% +$506 ﹤0.01% 682
2025
Q1 		$16.1K Buy
123
+6
+5% +$815 ﹤0.01% 728
2024
Q4 		$15.4K Buy
117
+2
+2% +$262 ﹤0.01% 717
2024
Q3 		$14.3K Buy
115
+4
+4% +$436 ﹤0.01% 732
2024
Q2 		$9.89K Hold
111
– – ﹤0.01% 800
2024
Q1 		$10.8K Buy
111
+2
+2% +$180 ﹤0.01% 790
2023
Q4 		$10.1K Hold
109
– – ﹤0.01% 768
2023
Q3 		$8.05K Hold
109
– – ﹤0.01% 802
2023
Q2 		$8.8K Hold
109
– – ﹤0.01% 768
2023
Q1 		$7.94K Sell
109
-9
-8% -$735 ﹤0.01% 801
2022
Q4 		$9.08K Buy
118
+4
+4% +$295 ﹤0.01% 750
2022
Q3 		$8K Hold
114
– – ﹤0.01% 794
2022
Q2 		$8K Buy
114
+51
+81% +$4.11K ﹤0.01% 815
2022
Q1 		$6K Buy
63
+25
+66% +$2.44K ﹤0.01% 957
2021
Q4 		$4K Buy
+38
New +$3.89K ﹤0.01% 836

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

JFS Wealth Advisors's CBRE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its CBRE Group (CBRE) stake by 2.4% in Q2 2026, selling an estimated $551 and leaving 165 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

JFS Wealth Advisors first reported a position in CBRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.2K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • JFS Wealth Advisors held 165 shares of CBRE Group worth $22.2K as of Q2 2026.
  • JFS Wealth Advisors sold 4 CBRE Group shares in Q2 2026, an estimated $551.
  • CBRE Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #747 holding.
  • JFS Wealth Advisors first reported a position in CBRE Group in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's CBRE Group position peaked at $27.2K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.