KWM
CBRE icon

Kingsview Wealth Management’s CBRE Group CBRE Stock Holding History

Kingsview 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
Q1 		– Sell
-1,308
Closed -$210K – 1350
2025
Q4 		$210K Sell
1,308
-113
-8% -$17.8K ﹤0.01% 1155
2025
Q3 		$224K Buy
+1,421
New +$220K ﹤0.01% 1096
2024
Q4 		– Sell
-1,821
Closed -$227K – 1116
2024
Q3 		$227K Buy
+1,821
New +$199K ﹤0.01% 987

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

Kingsview Wealth Management's CBRE Position: Q1 2026 in Review

Kingsview Wealth Management sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,308 shares — an estimated $210K sold.

Kingsview Wealth Management first reported a position in CBRE in Q3 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Kingsview Wealth Management reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,308 CBRE Group shares in Q1 2026, an estimated $210K.
  • Kingsview Wealth Management first reported a position in CBRE Group in Q3 2024 and held it in 3 quarters.
  • Kingsview Wealth Management's CBRE Group position peaked at $227K in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.