JSW
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Journey Strategic Wealth’s CBRE Group CBRE Stock Holding History

Journey Strategic Wealth’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
Q1 		$224K Sell
1,656
-259
-14% -$39.4K 0.01% 710
2025
Q4 		$308K Buy
1,915
+364
+23% +$57.2K 0.01% 500
2025
Q3 		$244K Buy
1,551
+121
+8% +$18.7K 0.01% 566
2025
Q2 		$200K Buy
+1,430
New +$181K 0.01% 627

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Journey Strategic Wealth's CBRE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its CBRE Group (CBRE) stake by 14% in Q1 2026, selling an estimated $39.4K and leaving 1,656 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #710.

Journey Strategic Wealth first reported a position in CBRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Journey Strategic Wealth held 1,656 shares of CBRE Group worth $224K as of Q1 2026.
  • Journey Strategic Wealth sold 259 CBRE Group shares in Q1 2026, an estimated $39.4K.
  • CBRE Group made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #710 holding.
  • Journey Strategic Wealth first reported a position in CBRE Group in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's CBRE Group position peaked at $308K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.