Lido Advisors
CBRE icon

Lido Advisors’s CBRE Group CBRE Stock Holding History

Lido 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
2026
Q2 		$2.86M Buy
21,258
+1,540
+8% +$212K 0.01% 677
2026
Q1 		$2.67M Buy
19,718
+3,039
+18% +$462K 0.01% 625
2025
Q4 		$2.65M Buy
16,679
+121
+0.7% +$19K 0.01% 631
2025
Q3 		$2.61M Buy
16,558
+1,398
+9% +$216K 0.01% 611
2025
Q2 		$2.12M Buy
15,160
+6,470
+74% +$818K 0.01% 572
2025
Q1 		$1.14M Buy
8,690
+655
+8% +$89K 0.01% 723
2024
Q4 		$1.05M Buy
8,035
+577
+8% +$75.5K ﹤0.01% 741
2024
Q3 		$928K Buy
7,458
+1,446
+24% +$158K ﹤0.01% 734
2024
Q2 		$536K Buy
6,012
+871
+17% +$77.3K ﹤0.01% 907
2024
Q1 		$500K Buy
5,141
+178
+4% +$16K ﹤0.01% 905
2023
Q4 		$462K Buy
4,963
+580
+13% +$45.1K ﹤0.01% 884
2023
Q3 		$324K Buy
4,383
+908
+26% +$75.3K ﹤0.01% 888
2023
Q2 		$281K Buy
3,475
+88
+3% +$6.59K ﹤0.01% 965
2023
Q1 		$247K Buy
3,387
+302
+10% +$24.7K ﹤0.01% 934
2022
Q4 		$237K Buy
+3,085
New +$228K ﹤0.01% 855
2022
Q3 		– Sell
-3,631
Closed -$267K – 957
2022
Q2 		$267K Sell
3,631
-1,355
-27% -$109K ﹤0.01% 788
2022
Q1 		$456K Sell
4,986
-279
-5% -$27.2K 0.01% 630
2021
Q4 		$571K Buy
5,265
+790
+18% +$80.9K 0.01% 570
2021
Q3 		$435K Buy
4,475
+719
+19% +$66.8K 0.01% 639
2021
Q2 		$322K Buy
3,756
+121
+3% +$10.3K ﹤0.01% 693
2021
Q1 		$288K Sell
3,635
-1,015
-22% -$71.8K 0.01% 673
2020
Q4 		$291K Buy
+4,650
New +$263K 0.01% 630

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

Lido Advisors's CBRE Position: Q2 2026 in Review

Lido Advisors increased its CBRE Group (CBRE) stake by 7.8% in Q2 2026, buying an estimated $212K and bringing the position to 21,258 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #677.

Lido Advisors first reported a position in CBRE in Q4 2020 and has held it in 22 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Lido Advisors held 21,258 shares of CBRE Group worth $2.86M as of Q2 2026.
  • Lido Advisors bought 1,540 CBRE Group shares in Q2 2026, an estimated $212K.
  • CBRE Group made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #677 holding.
  • Lido Advisors first reported a position in CBRE Group in Q4 2020 and has held it in 22 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.