Legacy Advisors’s CBRE Group CBRE Stock Holding History

Legacy Advisors’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	-1,789	Closed	-$234K	–	81
2025 Q1	$234K	Buy	1,789 +108	+6%	+$14.7K	0.02%	380
2024 Q4	$221K	Buy	+1,681	New	+$220K	0.02%	369

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

Legacy Advisors's CBRE Position: Q2 2025 in Review

Legacy Advisors sold out of CBRE Group (CBRE) in Q2 2025, closing a stake of 1,789 shares — an estimated $234K sold.

Legacy Advisors first reported a position in CBRE in Q4 2024 and held it in 2 quarters. The position peaked at $234K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

Legacy Advisors reported no remaining CBRE Group position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 1,789 CBRE Group shares in Q2 2025, an estimated $234K.
Legacy Advisors first reported a position in CBRE Group in Q4 2024 and held it in 2 quarters.
Legacy Advisors's CBRE Group position peaked at $234K in Q1 2025.
1,012 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.