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Leavell Investment Management’s CBRE Group CBRE Stock Holding History

Leavell Investment Management’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
Q2 		$414K Buy
3,075
+1,150
+60% +$158K 0.02% 471
2026
Q1 		$261K Buy
1,925
+203
+12% +$30.8K 0.01% 546
2025
Q4 		$277K Buy
1,722
+91
+6% +$14.3K 0.01% 523
2025
Q3 		$257K Hold
1,631
– – 0.01% 525
2025
Q2 		$229K Sell
1,631
-68
-4% -$8.6K 0.01% 541
2025
Q1 		$222K Buy
+1,699
New +$231K 0.01% 516

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leavell Investment Management's CBRE Position: Q2 2026 in Review

Leavell Investment Management increased its CBRE Group (CBRE) stake by 60% in Q2 2026, buying an estimated $158K and bringing the position to 3,075 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #471.

Leavell Investment Management first reported a position in CBRE in Q1 2025 and has held it in 6 quarters since. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Leavell Investment Management held 3,075 shares of CBRE Group worth $414K as of Q2 2026.
  • Leavell Investment Management bought 1,150 CBRE Group shares in Q2 2026, an estimated $158K.
  • CBRE Group made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #471 holding.
  • Leavell Investment Management first reported a position in CBRE Group in Q1 2025 and has held it in 6 quarters since.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.