LSA
CBRE icon

Lion Street Advisors’s CBRE Group CBRE Stock Holding History

Lion Street 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
Q3 		– Sell
-1,446
Closed -$203K – 255
2025
Q2 		$203K Sell
1,446
-865
-37% -$109K 0.06% 268
2025
Q1 		$302K Sell
2,311
-32
-1% -$4.35K 0.1% 204
2024
Q4 		$308K Buy
+2,343
New +$307K 0.1% 198
2020
Q2 		– Sell
-495
Closed -$19K – 87
2020
Q1 		$19K Buy
+495
New +$27.4K 0.1% 99

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lion Street Advisors's CBRE Position: Q3 2025 in Review

Lion Street Advisors sold out of CBRE Group (CBRE) in Q3 2025, closing a stake of 1,446 shares — an estimated $203K sold.

Lion Street Advisors first reported a position in CBRE in Q1 2020 and held it in 4 quarters. The position peaked at $308K in Q4 2024. 1,063 funds tracked by Wall St. Rank hold CBRE as of Q3 2025.

  • Lion Street Advisors reported no remaining CBRE Group position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 1,446 CBRE Group shares in Q3 2025, an estimated $203K.
  • Lion Street Advisors first reported a position in CBRE Group in Q1 2020 and held it in 4 quarters.
  • Lion Street Advisors's CBRE Group position peaked at $308K in Q4 2024.
  • 1,063 funds tracked by Wall St. Rank held CBRE Group as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.