LSAG
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Lake Street Advisors Group’s CBRE Group CBRE Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$624K Sell
4,755
-4
-0.1% -$524 0.03% 295
2024
Q3 		$592K Sell
4,759
-357
-7% -$38.9K 0.03% 296
2024
Q2 		$456K Sell
5,116
-65
-1% -$5.77K 0.02% 342
2024
Q1 		$504K Buy
5,181
+458
+10% +$41.1K 0.02% 343
2023
Q4 		$440K Buy
+4,723
New +$367K 0.02% 348
2021
Q3 		– Sell
-2,096
Closed -$200K – 260
2021
Q2 		$200K Buy
+2,096
New +$179K 0.01% 318

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Lake Street Advisors Group's CBRE Position: Q4 2024 in Review

Lake Street Advisors Group reduced its CBRE Group (CBRE) stake by 0.08% in Q4 2024, selling an estimated $524 and leaving 4,755 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #295.

Lake Street Advisors Group first reported a position in CBRE in Q2 2021 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold CBRE as of Q4 2024.

  • Lake Street Advisors Group held 4,755 shares of CBRE Group worth $624K as of Q4 2024.
  • Lake Street Advisors Group sold 4 CBRE Group shares in Q4 2024, an estimated $524.
  • CBRE Group made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #295 holding.
  • Lake Street Advisors Group first reported a position in CBRE Group in Q2 2021 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held CBRE Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.