L.J. Altfest & Co’s CBRE Group CBRE Stock Holding History

L.J. Altfest & Co’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 Q2	–	Sell	-6,125	Closed	-$801K	–	343
2025 Q1	$801K	Buy	+6,125	New	+$832K	0.1%	142

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

L.J. Altfest & Co's CBRE Position: Q2 2025 in Review

L.J. Altfest & Co sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 6,125 shares — an estimated $801K sold.

L.J. Altfest & Co first reported a position in CBRE in Q1 2025 and held it in 1 quarter. The position peaked at $801K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

L.J. Altfest & Co reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 6,125 CBRE Group shares in Q2 2025, an estimated $801K.
L.J. Altfest & Co first reported a position in CBRE Group in Q1 2025 and held it in 1 quarter.
L.J. Altfest & Co's CBRE Group position peaked at $801K in Q1 2025.
1,013 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.