KAS
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Kestra Advisory Services’s CBRE Group CBRE Stock Holding History

Kestra Advisory Services’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 		$551K Sell
4,088
-545
-12% -$75.1K ﹤0.01% 2268
2026
Q1 		$628K Sell
4,633
-8,011
-63% -$1.22M ﹤0.01% 2053
2025
Q4 		$2.03M Sell
12,644
-98,883
-89% -$15.5M 0.01% 1196
2025
Q3 		$17.6M Buy
111,527
+98,096
+730% +$15.2M 0.08% 250
2025
Q2 		$1.88M Sell
13,431
-1,543
-10% -$195K 0.01% 1107
2025
Q1 		$1.96M Sell
14,974
-619
-4% -$84.1K 0.01% 992
2024
Q4 		$2.05M Buy
15,593
+2,608
+20% +$341K 0.01% 984
2024
Q3 		$1.62M Buy
12,985
+1,773
+16% +$193K 0.01% 1072
2024
Q2 		$999K Sell
11,212
-959
-8% -$85.1K 0.01% 1319
2024
Q1 		$1.18M Buy
12,171
+505
+4% +$45.3K 0.01% 1142
2023
Q4 		$1.09M Buy
11,666
+104
+0.9% +$8.09K 0.01% 1081
2023
Q3 		$854K Buy
11,562
+3,348
+41% +$278K 0.01% 1074
2023
Q2 		$663K Sell
8,214
-4,076
-33% -$305K 0.01% 1181
2023
Q1 		$895K Sell
12,290
-10,716
-47% -$876K 0.01% 996
2022
Q4 		$1.77M Buy
23,006
+5,171
+29% +$382K 0.02% 801
2022
Q3 		$1.2M Buy
17,835
+2,983
+20% +$236K 0.01% 885
2022
Q2 		$1.09M Buy
14,852
+4,202
+39% +$338K 0.01% 938
2022
Q1 		$975K Buy
10,650
+205
+2% +$20K 0.01% 978
2021
Q4 		$1.13M Sell
10,445
-3,112
-23% -$319K 0.01% 927
2021
Q3 		$1.32M Buy
13,557
+116
+0.9% +$10.8K 0.01% 874
2021
Q2 		$1.15M Buy
13,441
+1,393
+12% +$119K 0.01% 874
2021
Q1 		$953K Buy
+12,048
New +$852K 0.01% 889

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

Kestra Advisory Services's CBRE Position: Q2 2026 in Review

Kestra Advisory Services reduced its CBRE Group (CBRE) stake by 12% in Q2 2026, selling an estimated $75.1K and leaving 4,088 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Kestra Advisory Services first reported a position in CBRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.6M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Kestra Advisory Services held 4,088 shares of CBRE Group worth $551K as of Q2 2026.
  • Kestra Advisory Services sold 545 CBRE Group shares in Q2 2026, an estimated $75.1K.
  • CBRE Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2268 holding.
  • Kestra Advisory Services first reported a position in CBRE Group in Q1 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's CBRE Group position peaked at $17.6M in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.