KI
CBRE icon

Kula Investments’s CBRE Group CBRE Stock Holding History

Kula Investments’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
2023
Q1 		$1.13M Buy
+15,504
New +$1.27M 0.28% 99

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kula Investments's CBRE Position: Q1 2023 in Review

Kula Investments opened a new position in CBRE Group (CBRE) in Q1 2023: 15,504 shares worth $1.13M. The stake represents 0.28% of the portfolio and ranks #99 among its holdings.

708 funds tracked by Wall St. Rank hold CBRE as of Q1 2023.

  • Kula Investments held 15,504 shares of CBRE Group worth $1.13M as of Q1 2023.
  • CBRE Group was a new Kula Investments position in Q1 2023.
  • CBRE Group made up 0.28% of Kula Investments's portfolio in Q1 2023, its #99 holding.
  • 708 funds tracked by Wall St. Rank held CBRE Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.