Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CBRE Group CBRE Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-127,905
Closed -$20.2M – 579
2025
Q3 		$20.2M Sell
127,905
-7,101
-5% -$1.1M 0.08% 214
2025
Q2 		$18.9M Buy
135,006
+5,018
+4% +$635K 0.08% 206
2025
Q1 		$17M Sell
129,988
-8,028
-6% -$1.09M 0.09% 196
2024
Q4 		$18.1M Sell
138,016
-22,199
-14% -$2.91M 0.09% 190
2024
Q3 		$19.1M Buy
160,215
+5,300
+3% +$578K 0.14% 139
2024
Q2 		$13.8M Buy
154,915
+2,816
+2% +$250K 0.12% 128
2024
Q1 		$14.8M Buy
152,099
+86,333
+131% +$7.75M 0.19% 79
2023
Q4 		$6.12M Sell
65,766
-1,036
-2% -$80.5K 0.1% 122
2023
Q3 		$4.93M Buy
66,802
+9
+0% +$746 0.09% 142
2023
Q2 		$5.39M Buy
66,793
+3,264
+5% +$244K 0.08% 132
2023
Q1 		$4.63M Sell
63,529
-16,773
-21% -$1.37M 0.08% 158
2022
Q4 		$6.18M Buy
80,302
+4,818
+6% +$356K 0.12% 122
2022
Q3 		$5.1M Sell
75,484
-2,958
-4% -$234K 0.12% 139
2022
Q2 		$5.77M Buy
78,442
+17,814
+29% +$1.43M 0.13% 124
2022
Q1 		$5.55M Sell
60,628
-739,952
-92% -$72.1M 0.11% 144
2021
Q4 		$50.2M Buy
800,580
+732,672
+1,079% +$75.1M 1.18% 33
2021
Q3 		$6.61M Sell
67,908
-22,967
-25% -$2.13M 0.13% 116
2021
Q2 		$7.79M Sell
90,875
-571,243
-86% -$48.8M 0.15% 101
2021
Q1 		$52.4M Sell
662,118
-271,741
-29% -$19.2M 1.22% 29
2020
Q4 		$58.6M Sell
933,859
-574,897
-38% -$32.5M 1.43% 27
2020
Q3 		$70.9M Sell
1,508,756
-50,219
-3% -$2.29M 1.98% 14
2020
Q2 		$70.5M Sell
1,558,975
-91,359
-6% -$3.94M 2.18% 11
2020
Q1 		$62.2M Buy
1,650,334
+98,519
+6% +$5.44M 2.25% 8
2019
Q4 		$95.1M Buy
1,551,815
+7,154
+0.5% +$396K 2.77% 6
2019
Q3 		$81.9M Sell
1,544,661
-3,922
-0.3% -$206K 2.61% 7
2019
Q2 		$79.4M Buy
1,548,583
+980
+0.1% +$48.7K 2.51% 10
2019
Q1 		$76.5M Buy
1,547,603
+43,639
+3% +$2.05M 2.42% 9
2018
Q4 		$60.2M Buy
1,503,964
+174,648
+13% +$7.22M 2.38% 11
2018
Q3 		$58.6M Sell
1,329,316
-40,339
-3% -$1.92M 2.67% 15
2018
Q2 		$65.4M Sell
1,369,655
-47,440
-3% -$2.24M 3.04% 12
2018
Q1 		$66.9M Sell
1,417,095
-156,783
-10% -$7.14M 3.23% 10
2017
Q4 		$68.2K Sell
1,573,878
-77,605
-5% -$3.22M 2.92% 10
2017
Q3 		$62.6M Buy
1,651,483
+13,422
+0.8% +$494K 3.11% 10
2017
Q2 		$59.6M Buy
1,638,061
+35,795
+2% +$1.24M 3.17% 10
2017
Q1 		$55.7M Buy
1,602,266
+101,197
+7% +$3.38M 3.06% 10
2016
Q4 		$47.3M Buy
1,501,069
+59,760
+4% +$1.73M 2.75% 15
2016
Q3 		$40.3M Buy
1,441,309
+32,867
+2% +$938K 2.48% 17
2016
Q2 		$34.2M Buy
1,408,442
+258,783
+23% +$7.57M 2.37% 18
2016
Q1 		$33.1M Buy
+1,149,659
New +$31.6M 1.96% 24

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kovitz Investment Group Partners's CBRE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of CBRE Group (CBRE) in Q4 2025, closing a stake of 127,905 shares — an estimated $20.2M sold.

Kovitz Investment Group Partners first reported a position in CBRE in Q1 2016 and held it in 39 quarters. The position peaked at $95.1M in Q4 2019. 1,108 funds tracked by Wall St. Rank hold CBRE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining CBRE Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 127,905 CBRE Group shares in Q4 2025, an estimated $20.2M.
  • Kovitz Investment Group Partners first reported a position in CBRE Group in Q1 2016 and held it in 39 quarters.
  • Kovitz Investment Group Partners's CBRE Group position peaked at $95.1M in Q4 2019.
  • 1,108 funds tracked by Wall St. Rank held CBRE Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.