Keebeck Wealth Management
CBRE icon

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
Q3 		$207K Sell
1,614
-265
-14% -$38K 0.02% 453
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Keebeck Wealth Management's CBRE Position: Q3 2026 in Review

Keebeck Wealth Management reduced its CBRE Group (CBRE) stake by 14% in Q3 2026, selling an estimated $38K and leaving 1,614 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #453.

Keebeck Wealth Management first reported a position in CBRE in Q4 2019 and has held it in 4 quarters since. The position peaked at $253K in Q2 2026. 761 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Keebeck Wealth Management held 1,614 shares of CBRE Group worth $207K as of Q3 2026.
  • Keebeck Wealth Management sold 265 CBRE Group shares in Q3 2026, an estimated $38K.
  • CBRE Group made up 0.02% of Keebeck Wealth Management's portfolio in Q3 2026, its #453 holding.
  • Keebeck Wealth Management first reported a position in CBRE Group in Q4 2019 and has held it in 4 quarters since.
  • Keebeck Wealth Management's CBRE Group position peaked at $253K in Q2 2026.
  • 761 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.