KA
CBRE icon

Kovack Advisors’s CBRE Group CBRE Stock Holding History

Kovack Advisors’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
-11,082
Closed -$1.78M – 1024
2025
Q4 		$1.78M Buy
+11,082
New +$1.74M 0.08% 228
2022
Q2 		– Sell
-8,209
Closed -$751K – 628
2022
Q1 		$751K Buy
8,209
+81
+1% +$7.89K 0.08% 283
2021
Q4 		$882K Buy
8,128
+384
+5% +$39.3K 0.09% 255
2021
Q3 		$754K Buy
+7,744
New +$720K 0.08% 278

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

Kovack Advisors's CBRE Position: Q1 2026 in Review

Kovack Advisors sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 11,082 shares — an estimated $1.78M sold.

Kovack Advisors first reported a position in CBRE in Q3 2021 and held it in 4 quarters. The position peaked at $1.78M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Kovack Advisors reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 11,082 CBRE Group shares in Q1 2026, an estimated $1.78M.
  • Kovack Advisors first reported a position in CBRE Group in Q3 2021 and held it in 4 quarters.
  • Kovack Advisors's CBRE Group position peaked at $1.78M in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.