KPWS
CBRE icon

Kestra Private Wealth Services’s CBRE Group CBRE Stock Holding History

Kestra Private Wealth 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
Q1 		$335K Sell
2,472
-2,043
-45% -$310K ﹤0.01% 1405
2025
Q4 		$726K Buy
4,515
+2,052
+83% +$323K 0.01% 955
2025
Q3 		$388K Sell
2,463
-60
-2% -$9.28K 0.01% 1228
2025
Q2 		$354K Sell
2,523
-170
-6% -$21.5K 0.01% 1195
2025
Q1 		$352K Sell
2,693
-2,735
-50% -$372K 0.01% 1124
2024
Q4 		$713K Buy
5,428
+2,959
+120% +$387K 0.01% 769
2024
Q3 		$307K Sell
2,469
-21
-0.8% -$2.29K 0.01% 1073
2024
Q2 		$222K Sell
2,490
-1,392
-36% -$124K ﹤0.01% 1190
2024
Q1 		$377K Buy
3,882
+659
+20% +$59.2K 0.01% 920
2023
Q4 		$300K Buy
+3,223
New +$251K 0.01% 945
2023
Q3 		– Sell
-4,416
Closed -$356K – 1176
2023
Q2 		$356K Sell
4,416
-1,330
-23% -$99.6K 0.01% 751
2023
Q1 		$418K Buy
+5,746
New +$469K 0.02% 654
2022
Q3 		– Sell
-3,138
Closed -$231K – 914
2022
Q2 		$231K Sell
3,138
-296
-9% -$23.8K 0.01% 742
2022
Q1 		$314K Sell
3,434
-2,244
-40% -$219K 0.02% 730
2021
Q4 		$616K Buy
5,678
+3,589
+172% +$368K 0.03% 524
2021
Q3 		$203K Buy
+2,089
New +$194K 0.01% 848

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

Kestra Private Wealth Services's CBRE Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its CBRE Group (CBRE) stake by 45% in Q1 2026, selling an estimated $310K and leaving 2,472 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Kestra Private Wealth Services first reported a position in CBRE in Q3 2021 and has held it in 16 quarters since. The position peaked at $726K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Kestra Private Wealth Services held 2,472 shares of CBRE Group worth $335K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,043 CBRE Group shares in Q1 2026, an estimated $310K.
  • CBRE Group made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1405 holding.
  • Kestra Private Wealth Services first reported a position in CBRE Group in Q3 2021 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's CBRE Group position peaked at $726K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.