MDSL
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M.D. Sass LLC’s CBRE Group CBRE Stock Holding History

M.D. Sass LLC’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 		– Sell
-290,485
Closed -$39.3M – 42
2026
Q1 		$39.3M Sell
290,485
-5,252
-2% -$798K 2.98% 18
2025
Q4 		$47.6M Buy
295,737
+2,068
+0.7% +$325K 3.75% 16
2025
Q3 		$46.3M Sell
293,669
-102,900
-26% -$15.9M 3.77% 15
2025
Q2 		$55.6M Buy
396,569
+19,152
+5% +$2.42M 4.47% 14
2025
Q1 		$49.4M Sell
377,417
-7,804
-2% -$1.06M 4.34% 13
2024
Q4 		$50.6M Sell
385,221
-85,006
-18% -$11.1M 3.81% 17
2024
Q3 		$58.5M Sell
470,227
-70,917
-13% -$7.73M 4.33% 11
2024
Q2 		$48.2M Buy
541,144
+198,994
+58% +$17.7M 3.46% 14
2024
Q1 		$33.3M Buy
342,150
+7,697
+2% +$691K 3.75% 11
2023
Q4 		$31.1M Buy
334,453
+102,929
+44% +$8M 3.74% 13
2023
Q3 		$17.1M Sell
231,524
-59,461
-20% -$4.93M 2.3% 20
2023
Q2 		$23.5M Buy
+290,985
New +$21.8M 3.11% 14

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

M.D. Sass LLC's CBRE Position: Q2 2026 in Review

M.D. Sass LLC sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 290,485 shares — an estimated $39.3M sold.

M.D. Sass LLC first reported a position in CBRE in Q2 2023 and held it in 12 quarters. The position peaked at $58.5M in Q3 2024. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • M.D. Sass LLC reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • M.D. Sass LLC sold 290,485 CBRE Group shares in Q2 2026, an estimated $39.3M.
  • M.D. Sass LLC first reported a position in CBRE Group in Q2 2023 and held it in 12 quarters.
  • M.D. Sass LLC's CBRE Group position peaked at $58.5M in Q3 2024.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on M.D. Sass LLC's 13F filing for Q2 2026, filed 7 Aug 2026.