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LRI Investments’s CBRE Group CBRE Stock Holding History

LRI Investments’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 		$59K Buy
438
+80
+22% +$11K ﹤0.01% 533
2026
Q1 		$48.5K Sell
358
-23
-6% -$3.5K ﹤0.01% 520
2025
Q4 		$61.3K Sell
381
-100
-21% -$15.7K ﹤0.01% 510
2025
Q3 		$75.8K Sell
481
-1
-0.2% -$155 0.01% 475
2025
Q2 		$67.5K Sell
482
-51
-10% -$6.45K 0.01% 501
2025
Q1 		$69.7K Sell
533
-76
-12% -$10.3K 0.01% 484
2024
Q4 		$80K Sell
609
-77
-11% -$10.1K 0.01% 454
2024
Q3 		$90.6K Sell
686
-2,606
-79% -$284K 0.01% 424
2024
Q2 		$293K Buy
3,292
+3,250
+7,738% +$288K 0.03% 189
2024
Q1 		$4.08K Buy
+42
New +$3.77K ﹤0.01% 665

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LRI Investments's CBRE Position: Q2 2026 in Review

LRI Investments increased its CBRE Group (CBRE) stake by 22% in Q2 2026, buying an estimated $11K and bringing the position to 438 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

LRI Investments first reported a position in CBRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $293K in Q2 2024. 374 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • LRI Investments held 438 shares of CBRE Group worth $59K as of Q2 2026.
  • LRI Investments bought 80 CBRE Group shares in Q2 2026, an estimated $11K.
  • CBRE Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #533 holding.
  • LRI Investments first reported a position in CBRE Group in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's CBRE Group position peaked at $293K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.