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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's CBRE Position: Q1 2026 in Review

Lido Advisors increased its CBRE Group (CBRE) stake by 18% in Q1 2026, buying an estimated $462K and bringing the position to 19,718 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #625.

Lido Advisors first reported a position in CBRE in Q4 2020 and has held it in 21 quarters since. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Lido Advisors held 19,718 shares of CBRE Group worth $2.67M as of Q1 2026.
  • Lido Advisors bought 3,039 CBRE Group shares in Q1 2026, an estimated $462K.
  • CBRE Group made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #625 holding.
  • Lido Advisors first reported a position in CBRE Group in Q4 2020 and has held it in 21 quarters since.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.