LA
CBRE icon

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
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Legacy Advisors's CBRE Position: Q1 2025 in Review

Legacy Advisors increased its CBRE Group (CBRE) stake by 6.4% in Q1 2025, buying an estimated $14.7K and bringing the position to 1,789 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #380.

Legacy Advisors first reported a position in CBRE in Q4 2024 and has held it in 2 quarters since. 989 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Legacy Advisors held 1,789 shares of CBRE Group worth $234K as of Q1 2025.
  • Legacy Advisors bought 108 CBRE Group shares in Q1 2025, an estimated $14.7K.
  • CBRE Group made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #380 holding.
  • Legacy Advisors first reported a position in CBRE Group in Q4 2024 and has held it in 2 quarters since.
  • 989 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.