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Keebeck Wealth Management’s CBRE Group CBRE Stock Holding History

Keebeck 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
Q2 		$253K Buy
+1,879
New +$259K 0.02% 416
2020
Q3 		– Sell
-54
Closed -$2K – 207
2020
Q2 		$2K Buy
+54
New +$2.33K ﹤0.01% 355
2020
Q1 		– Sell
-54
Closed -$3K – 166
2019
Q4 		$3K Buy
+54
New +$2.99K ﹤0.01% 320

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

Keebeck Wealth Management's CBRE Position: Q2 2026 in Review

Keebeck Wealth Management opened a new position in CBRE Group (CBRE) in Q2 2026: 1,879 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in CBRE as recently as Q2 2020.

Keebeck Wealth Management first reported a position in CBRE in Q4 2019 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Keebeck Wealth Management held 1,879 shares of CBRE Group worth $253K as of Q2 2026.
  • CBRE Group was a new Keebeck Wealth Management position in Q2 2026.
  • CBRE Group made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Keebeck Wealth Management first reported a position in CBRE Group in Q4 2019 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.