LPL Financial’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.7M | Sell |
94,572
-20,813
| -18% | -$2.87M | ﹤0.01% | 1918 |
|
|
2026
Q1 | $15.6M | Buy |
115,385
+2,641
| +2% | +$401K | ﹤0.01% | 1650 |
|
|
2025
Q4 | $18.1M | Buy |
112,744
+2,311
| +2% | +$363K | 0.01% | 1478 |
|
|
2025
Q3 | $17.4M | Sell |
110,433
-7,336
| -6% | -$1.13M | 0.01% | 1454 |
|
|
2025
Q2 | $16.5M | Buy |
117,769
+25,972
| +28% | +$3.28M | 0.01% | 1381 |
|
|
2025
Q1 | $12M | Buy |
91,797
+21,934
| +31% | +$2.98M | ﹤0.01% | 1480 |
|
|
2024
Q4 | $9.17M | Buy |
69,863
+28,547
| +69% | +$3.74M | ﹤0.01% | 1607 |
|
|
2024
Q3 | $5.14M | Buy |
41,316
+1,824
| +5% | +$199K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $3.52M | Buy |
39,492
+197
| +0.5% | +$17.5K | ﹤0.01% | 2131 |
|
|
2024
Q1 | $3.82M | Sell |
39,295
-360
| -0.9% | -$32.3K | ﹤0.01% | 1993 |
|
|
2023
Q4 | $3.69M | Buy |
39,655
+3,070
| +8% | +$239K | ﹤0.01% | 1896 |
|
|
2023
Q3 | $2.7M | Sell |
36,585
-1,318
| -3% | -$109K | ﹤0.01% | 2057 |
|
|
2023
Q2 | $3.06M | Buy |
37,903
+2,498
| +7% | +$187K | ﹤0.01% | 1902 |
|
|
2023
Q1 | $2.58M | Buy |
35,405
+871
| +3% | +$71.2K | ﹤0.01% | 1940 |
|
|
2022
Q4 | $2.66M | Sell |
34,534
-1,297
| -4% | -$95.8K | ﹤0.01% | 1863 |
|
|
2022
Q3 | $2.42M | Sell |
35,831
-36
| -0.1% | -$2.85K | ﹤0.01% | 1834 |
|
|
2022
Q2 | $2.64M | Sell |
35,867
-1,043
| -3% | -$84K | ﹤0.01% | 1815 |
|
|
2022
Q1 | $3.38M | Sell |
36,910
-269
| -0.7% | -$26.2K | ﹤0.01% | 1677 |
|
|
2021
Q4 | $4.03M | Buy |
37,179
+2,294
| +7% | +$235K | ﹤0.01% | 1591 |
|
|
2021
Q3 | $3.4M | Buy |
34,885
+15,825
| +83% | +$1.47M | ﹤0.01% | 1651 |
|
|
2021
Q2 | $1.63M | Buy |
19,060
+674
| +4% | +$57.5K | ﹤0.01% | 2143 |
|
|
2021
Q1 | $1.46M | Buy |
18,386
+1,351
| +8% | +$95.5K | ﹤0.01% | 2084 |
|
|
2020
Q4 | $1.07M | Buy |
17,035
+558
| +3% | +$31.5K | ﹤0.01% | 2127 |
|
|
2020
Q3 | $774K | Sell |
16,477
-1,357
| -8% | -$61.9K | ﹤0.01% | 2129 |
|
|
2020
Q2 | $806K | Sell |
17,834
-1,361
| -7% | -$58.7K | ﹤0.01% | 2006 |
|
|
2020
Q1 | $724K | Buy |
19,195
+142
| +0.7% | +$7.85K | ﹤0.01% | 1840 |
|
|
2019
Q4 | $1.17M | Buy |
19,053
+96
| +0.5% | +$5.32K | ﹤0.01% | 1718 |
|
|
2019
Q3 | $1M | Buy |
18,957
+471
| +3% | +$24.8K | ﹤0.01% | 1737 |
|
|
2019
Q2 | $948K | Buy |
18,486
+5,049
| +38% | +$251K | ﹤0.01% | 1757 |
|
|
2019
Q1 | $664K | Sell |
13,437
-1,491
| -10% | -$70K | ﹤0.01% | 1975 |
|
|
2018
Q4 | $598K | Sell |
14,928
-7,095
| -32% | -$293K | ﹤0.01% | 1907 |
|
|
2018
Q3 | $971K | Sell |
22,023
-18,045
| -45% | -$861K | ﹤0.01% | 1691 |
|
|
2018
Q2 | $1.91M | Buy |
40,068
+5,322
| +15% | +$252K | 0.01% | 1172 |
|
|
2018
Q1 | $1.64M | Buy |
34,746
+12,938
| +59% | +$589K | ﹤0.01% | 1242 |
|
|
2017
Q4 | $946K | Buy |
21,808
+7,845
| +56% | +$325K | ﹤0.01% | 1558 |
|
|
2017
Q3 | $539K | Sell |
13,963
-884
| -6% | -$32.5K | ﹤0.01% | 1891 |
|
|
2017
Q2 | $538K | Buy |
14,847
+4,464
| +43% | +$155K | ﹤0.01% | 1831 |
|
|
2017
Q1 | $350K | Sell |
10,383
-1,103
| -10% | -$36.9K | ﹤0.01% | 2094 |
|
|
2016
Q4 | $363K | Sell |
11,486
-185
| -2% | -$5.36K | ﹤0.01% | 2017 |
|
|
2016
Q3 | $323K | Buy |
11,671
+480
| +4% | +$13.7K | ﹤0.01% | 2060 |
|
|
2016
Q2 | $278K | Sell |
11,191
-3,314
| -23% | -$96.9K | ﹤0.01% | 2129 |
|
|
2016
Q1 | $419K | Sell |
14,505
-2,717
| -16% | -$74.8K | ﹤0.01% | 2275 |
|
|
2015
Q4 | $593K | Sell |
17,222
-3,485
| -17% | -$123K | ﹤0.01% | 2085 |
|
|
2015
Q3 | $672K | Buy |
20,707
+2,192
| +12% | +$77.8K | ﹤0.01% | 1544 |
|
|
2015
Q2 | $693K | Sell |
18,515
-22,353
| -55% | -$849K | ﹤0.01% | 1630 |
|
|
2015
Q1 | $1.59M | Buy |
40,868
+3,894
| +11% | +$134K | 0.01% | 1041 |
|
|
2014
Q4 | $1.27M | Buy |
36,974
+15,159
| +69% | +$485K | 0.01% | 1142 |
|
|
2014
Q3 | $637K | Buy |
21,815
+1,475
| +7% | +$46.4K | ﹤0.01% | 1601 |
|
|
2014
Q2 | $652K | Buy |
20,340
+6,115
| +43% | +$177K | ﹤0.01% | 1610 |
|
|
2014
Q1 | $390K | Buy |
14,225
+1,145
| +9% | +$30.9K | ﹤0.01% | 1950 |
|
|
2013
Q4 | $344K | Sell |
13,080
-275
| -2% | -$6.54K | ﹤0.01% | 2012 |
|
|
2013
Q3 | $303K | Buy |
13,355
+2,709
| +25% | +$62.7K | ﹤0.01% | 1991 |
|
|
2013
Q2 | $249K | Buy |
+10,646
| New | +$253K | ﹤0.01% | 2037 |
|
Other funds holding CBRE
LPL Financial's CBRE Position: Q2 2026 in Review
LPL Financial reduced its CBRE Group (CBRE) stake by 18% in Q2 2026, selling an estimated $2.87M and leaving 94,572 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1918.
LPL Financial first reported a position in CBRE in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.
- LPL Financial held 94,572 shares of CBRE Group worth $12.7M as of Q2 2026.
- LPL Financial sold 20,813 CBRE Group shares in Q2 2026, an estimated $2.87M.
- CBRE Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1918 holding.
- LPL Financial first reported a position in CBRE Group in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's CBRE Group position peaked at $18.1M in Q4 2025.
- 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.