MW
CBRE icon

Marcum Wealth’s CBRE Group CBRE Stock Holding History

Marcum Wealth’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
Q1 		$270K Sell
2,065
-12
-0.6% -$1.63K 0.02% 308
2024
Q4 		$273K Buy
2,077
+16
+0.8% +$2.1K 0.02% 300
2024
Q3 		$257K Buy
+2,061
New +$225K 0.02% 317
2024
Q2 		– Sell
-2,078
Closed -$202K – 390
2024
Q1 		$202K Buy
+2,078
New +$187K 0.02% 343
2022
Q1 		– Sell
-1,974
Closed -$214K – 379
2021
Q4 		$214K Buy
+1,974
New +$202K 0.03% 316

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Marcum Wealth's CBRE Position: Q1 2025 in Review

Marcum Wealth reduced its CBRE Group (CBRE) stake by 0.58% in Q1 2025, selling an estimated $1.63K and leaving 2,065 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #308.

Marcum Wealth first reported a position in CBRE in Q4 2021 and has held it in 5 quarters since. The position peaked at $273K in Q4 2024. 986 funds tracked by Wall St. Rank hold CBRE as of Q1 2025.

  • Marcum Wealth held 2,065 shares of CBRE Group worth $270K as of Q1 2025.
  • Marcum Wealth sold 12 CBRE Group shares in Q1 2025, an estimated $1.63K.
  • CBRE Group made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #308 holding.
  • Marcum Wealth first reported a position in CBRE Group in Q4 2021 and has held it in 5 quarters since.
  • Marcum Wealth's CBRE Group position peaked at $273K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held CBRE Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.