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JPL Wealth Management’s CBRE Group CBRE Stock Holding History

JPL 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
Q1 		$14.6K Buy
+108
New +$16.4K ﹤0.01% 455
2025
Q4 		– Sell
-119
Closed -$18.8K – 282
2025
Q3 		$18.8K Buy
+119
New +$18.4K ﹤0.01% 416

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

JPL Wealth Management's CBRE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in CBRE Group (CBRE) in Q1 2026: 108 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CBRE as recently as Q3 2025.

JPL Wealth Management first reported a position in CBRE in Q3 2025 and has held it in 2 quarters since. The position peaked at $18.8K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • JPL Wealth Management held 108 shares of CBRE Group worth $14.6K as of Q1 2026.
  • CBRE Group was a new JPL Wealth Management position in Q1 2026.
  • CBRE Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #455 holding.
  • JPL Wealth Management first reported a position in CBRE Group in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's CBRE Group position peaked at $18.8K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.