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Kapitalo Investimentos’s CBRE Group CBRE Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-3,436
Closed -$254K – 557
2023
Q3 		$254K Sell
3,436
-286
-8% -$23.7K 0.03% 230
2023
Q2 		$300K Sell
3,722
-3,087
-45% -$231K 0.06% 179
2023
Q1 		$496K Buy
+6,809
New +$556K 0.16% 46

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kapitalo Investimentos's CBRE Position: Q4 2023 in Review

Kapitalo Investimentos sold out of CBRE Group (CBRE) in Q4 2023, closing a stake of 3,436 shares — an estimated $254K sold.

Kapitalo Investimentos first reported a position in CBRE in Q1 2023 and held it in 3 quarters. The position peaked at $496K in Q1 2023. 762 funds tracked by Wall St. Rank hold CBRE as of Q4 2023.

  • Kapitalo Investimentos reported no remaining CBRE Group position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,436 CBRE Group shares in Q4 2023, an estimated $254K.
  • Kapitalo Investimentos first reported a position in CBRE Group in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's CBRE Group position peaked at $496K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held CBRE Group as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.