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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
Q2 		$601K Buy
4,463
+1,991
+81% +$274K 0.01% 1142
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 $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 $3.38T AUM 44.17% 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 Private Wealth Services's CBRE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its CBRE Group (CBRE) stake by 81% in Q2 2026, buying an estimated $274K and bringing the position to 4,463 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1142.

Kestra Private Wealth Services first reported a position in CBRE in Q3 2021 and has held it in 17 quarters since. The position peaked at $726K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Kestra Private Wealth Services held 4,463 shares of CBRE Group worth $601K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,991 CBRE Group shares in Q2 2026, an estimated $274K.
  • CBRE Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1142 holding.
  • Kestra Private Wealth Services first reported a position in CBRE Group in Q3 2021 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's CBRE Group position peaked at $726K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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